Aldershot Financial Group

At Aldershot Financial Group, our mission is to simplify the complex world of finance and provide personalized advice to help our clients achieve their financial goals. For over 30 years, our team has served the Burlington and surrounding areas, providing exceptional investment and financial planning services to individuals, families, and businesses.

Our Philosophy

We believe that money shouldn't be complicated. Our approach is to break down complex financial information into simple, easy-to-understand language. We understand that everyone's financial situation is unique, which is why we take the time to get to know our clients and tailor our services to their individual needs.

Services

We offer a range of services designed to help you achieve your financial goals. Whether you're just starting out or nearing retirement, we're here to provide guidance and support every step of the way. Our services include:

Investing

Our philosophy is to provide a successful investment experience that delivers market returns at a fair price. We offer a range of investment products and tax-efficient strategies to help you achieve your financial goals.

Tax Planning

As a Chartered Professional Accountant and Certified Financial Planner, we provide expert tax planning services to help you minimize your tax liability and maximize your after-tax returns.

Estate Planning

We understand that planning for the future is crucial to ensuring the well-being of your loved ones. Our estate planning services are designed to provide peace of mind, knowing that your estate will be managed according to your wishes.

Why Choose Us?

At Aldershot Financial Group, we pride ourselves on our small, dedicated team of professionals who have served the Burlington and surrounding areas for over 30 years. Our team has extensive experience in financial planning and investing, and we're committed to providing personalized service that exceeds your expectations.

Testimonials

Don't just take our word for it! Our satisfied clients have spoken highly of our services, saying:

".Mark has been our investment advisor for over 20 years. Mark's advice matched the stages of our life and his team are always available for telephone calls or meetings whenever necessary, helping minimize any surprises."

".Mark is always honest with you and gives his best recommendations."

".I have had great peace of mind in his advice and experience."

• "Every day we put our faith in others, be it the doctor managing health, the mechanic fixing the car or the pilot flying the plane - it's easy to put our faith in a financial advisor who will ensure that the best decisions are made."

Get Started

We invite you to take the first step towards achieving your financial goals. Contact us to schedule a free consultation and discover how our team at Aldershot Financial Group can help you simplify your finances.