Who Are We
At Bolton ,we are more than just financial advisors. We are dedicated partners in your financial journey, committed to helping you achieve lasting success and security. With a passion for excellence and a focus on personalized service, our team brings years of expertise to guide you in every step of your financial planning.
At {, we are more than just financial advisors. We are dedicated partners in your financial journey, committed to helping you achieve lasting success and security. With a passion for excellence and a focus on personalized service, our team brings years of expertise to guide you in every step of your financial planning.
Our Story
Because It’s Time To Seek Financial Advice From Experts
Our objective is simple. We want to help homeowners over the age of 55 live their lives with
dignity and financial independence.
Why you can trust us?
You could take our word for it, but why not look at some of these testimonials from our clients?
1. Managing Rising Living Costs & Car Payments"
I was already stretching my pension to cover basic expenses, but when my car lease was up, the new payment was just too much to handle. On top of that, my mortgage renewal came with a higher interest rate that I couldn't afford. I felt stuck-selling my home wasn't an option, but I didn't see another way. Johnny and his team showed me how a reverse mortgage could free up my finances . Now my mortgage is gone, my car payment is manageable, and I can finally breathe. With the cost of everything going up, this was the best decision I could have made.
Robert M., 72, Mississauga, ON
2.Staying in the Family Home & Avoiding Downsizing
My biggest fear was losing the home my late husband and I built together. I wanted to stay, but my fixed income wasn't enough to cover property taxes, maintenance, and everyday bills. My kids were worried I'd have to sell and move into a small apartment. Then I found out about a reverse mortgage.
Johnny
and his team walked me through everything, and now I don't have to move. I can stay in my home comfortably, and I don't have to worry about monthly payments. It gave me peace of mind and the ability to live on my own terms."
Margaret S., 78, Vaughan, ON
3.Paying Off Debt & Eliminating Monthly Payments
I retired with some lingering debt, and it was really starting to stress me out. Between my line of credit, credit cards, and mortgage, I was barely making ends meet. My financial advisor suggested a reverse mortgage, but I wasn't sure if it was the right move. Johnny took the time to explain everything in detail, and I realized it was the perfect solution. Now, all my debt is gone, I have no monthly payments, and I finally feel financially free. I wish I had done this sooner!
John & Linda B., 69 & 67, Oakville, ON
4.Helping Family Without Sacrificing Retirement
As a grandmother, I wanted to help my daughter with a down payment on her first home, but l didn't have the cash to do it. I also didn't want to dip into my retirement savings. A friend suggested looking into a reverse mortgage, and I'm so glad I did. I was able to gift her a down payment, and ! didn't have to give up my own financial security. The best part? I didn't even have to make a single payment! Johnny and his team made the process so easy, and now my daughter is a homeowner while / still get to enjoy my retirement without worry.
Barbara C., 74, Burlington, ON