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Michael Halfpenny, Financial Advisor

Focus Areas

  • Estate and legacy strategies
  • Divorce finances
  • Charitable giving
  • Wealth strategies
  • Wealth protection strategies

About Michael

In the fast pace world of today, with the evolution of the internet and how information is generated and transmitted straight to your pocket via social media and AI, it is hard to know what is true and what to do.

Our branch team is here to help you build a holistic financial plan and help you make those financial decisions as they come up. It could be as simple as a new car or trip this year, more complicated like buying a new house or preparing for a new addition to the family, or selling your business or secondary...

Personal Interests

  • Volunteering
  • Outdoor Enthusiast
  • Farming

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

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