Welcome to the industry-leading HALO Advisory

Where we redefine commercial real estate and business ownership success, offering relationship-based advice and a comprehensive suite of wealth-building tools and services. Tailored specifically for commercial real estate investors and business owners, we focus on creating diversified investment opportunities within the realm of real estate private equity, bridging the financial literacy gap.

Discover which HALO Advisory service aligns best
with your goals below.

HALO Business Advisory

We assist small to mid-sized business owners with arranging new credit or negotiating existing financial terms.

HALO Mortgage Advisory

Our services streamline mortgage and investment solutions in commercial real estate, offering CMHC, bank, private, and construction mortgages. We specialize in a range of real estate asset classes, delivering both brokerage and comprehensive mortgage services effectively.

HALO Capital Advisory

Catering to accredited investors, access to passive investment opportunities in commercial real estate backed income generating and residential development opportunities.

HALO CRE Advisory

HALO CRE Advisory expertly navigates the commercial real estate sector, providing transformative solutions for property optimization. We also assist business owners with leasehold improvement buildout for their franchisees or business premises.

Not sure which advisory service to begin with?

Recognizing the gap in financial literacy among accredited investors, we offer guidance on structuring these investments effectively. Our philosophy aligns with institutional strategies, aiming for a balanced allocation to ensure robust, non-correlated returns. By assembling or enhancing your professional team, we strive to unlock new wealth avenues, focusing exclusively on accredited investors and those within their personal networks.

Whether you're a borrower, investor, developer, or mortgage broker, our client-focused approach ensures tailored, effective solutions to match your unique journey.