Halo Financial Services
North York, ON
Phone: +14166618588Format verified (CA)
Website: halofinancial.ca
Trust signals
- Format verified (CA)
Halo Financial Services offers investment planning and life insurance solutions.
Halo Financial Services is dedicated to providing tailored financial solutions, including investment planning and life insurance, to meet the unique needs of its clients. With a focus on education and mentorship, Halo empowers its agents to excel in the financial industry. The firm collaborates with top financial institutions and insurance providers in Canada, ensuring clients receive the best options available. Located in North York, Ontario, Halo is committed to helping families secure their financial future.
Business stage
growth
Local competition
medium
Profile confidence
60%
Services & offerings
Investment Planning, Life Insurance, Financial Education, Mentorship
Who they serve
Halo Financial Services primarily targets individuals and families seeking financial security and investment opportunities.
Ideal customer
- Industry
- Financial Services
- Company size
- Small to Medium Enterprises
- Decision-maker role
- Financial Decision Maker
- Geography
- Canada
B2B vs B2C focus
B2B 30%B2C 70%
Demand pattern
Stable
Peak months
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Services are in demand year-round.
What sets them apart
- Strong alignment with top financial institutions
- Focus on agent education and mentorship
- Personalized client solutions
Team size
Unknown
NAICS
523930
Technology
WordPress