Investment and Financial Advisory Services

The Norton Approach to Investment PlanningAs you strive to grow your personal net worth, the financial challenges you face become increasingly complex. At Norton Financial we provide a systematic and comprehensive process for managing your financial life and creating a long-term plan that is customized to your personal values and financial goals.

We will review all the phases of your financial life, from asset growth and accumulation to retirement planning, estate planning, risk management, business planning, and taxation. Our consultative team approach to investment and advisory services means that we work with you on an ongoing basis to monitor and manage your investments, and we continually look for new and creative ways to growth your wealth.

All of the advisors at Norton Financial are Registered Representatives and Investment Adviser Representatives offering securities and advisory services through Commonwealth Financial Network – one of the premier independent broker dealers in the nation as ranked by J.D. Power and Associates* and Investment Advisor** magazine. Cutting-edge technology, investment research, smooth transaction processing and access to expert money managers, are just a few of the resources Commonwealth makes available to us that we translate into indispensable service for our clients. The independent status of both Norton and Commonwealth means that we have no incentive or pressure to deliver a proprietary product or service. This assures that our advice to you is always impartial.

If you’re looking for a financial advisor or financial planner with a depth of experience, breadth of professional relationships, and a commitment to responsible financial management – then perhaps it’s time for a new conversation. Maybe it’s time to talk with Norton.

**Commonwealth is the only firm to have been honored as Investment Advisor magazine’s Broker/Dealer of the Year an unprecedented 10 times. And while that recognition is enormously gratifying to us, we value it most for what it means to each of our advisors on a day-to-day basis. We know that it’s in the countless daily interactions and transactions with them that we prove our true value—and help them know that they’ve made the right choice. Commonwealth was named the top broker/dealer in its division in 1991, 1992, 1994, 1996, 1997, 1998, 1999, 2001, 2002, and 2005. This is based on financial advisors rating their own broker/dealers for service.

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What financial services does CI Investments offer?

CI Investments assists clients in Canada with managing their money. Specific services provided by CI Investments include portfolio management and mutual funds.