Find a Financial Advisor in Hamilton

We’re your local tax and financial planning experts, here to serve you. Rates to fit your budget. Reach out to discover how we can help you! Services include personal & corporate tax preparation, comprehensive financial planning for individuals/families/business owners, corporate structuring, business owner succession planning, investment analysis, as well as other personal &

My team works with clients to nurture a balanced approach to life & wealth, encompassing multiple priorities: family, health, career and philanthropy. We believe strongly that 'success' has many definitions and we strive to be a critical resource for families as they pursue engaged and fulfilled lives.

BMO Nesbitt Burns is one of the leading full-service investment firms. I take a proactive approach in helping my clients achieve their wealth goals. My services include designing custom investment portfolios, tax planning, trust and estate planning and philanthropy.

As a Financial Advisor I assist you in prioritizing what matters to you most and helping you make your dreams a reality. Plannning is an effective process

Featured on CBC (Canada's largest news channel) to give advice as a financial professional for the people of Canada in our tough economy today. Adiba is one of the top money influencers in Canada through social media with her amazing following of over 160,000 on TikTok. Working with brands such as WealthSimple, Chegg, TurboTax Canada, and many others. She is also brokered with over 70 top companies in canada in the banking, investing, and insurance industry to create the best plan of actions for her clients.

Passionate about bringing total wealth management strategies to clients and their families. Helping business owners plan for retirement.

With over 17 years experience as a Financial Advisor, Paul has been helping individuals and families achieve their financial planning goals, by providing advice on Investment Planning, Insurance Planning, Tax Planning, Retirement Planning, Estate Planning, and Education Savings Planning. Working with a network of highly skilled professionals across the GTA, Paul is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.

I am a Financial Planner with RBC Financial Planning and Royal Mutual Funds Inc. and employed by Royal Bank of Canada. As a financial planner, I specialize in retirement transition planning – the process of thinking about what you want your retirement to look like, and where the money part fits in. Whether retirement means downsizing, moving to the countryside or spending time with grandchildren, I can help you build a retirement income plan that suits your needs.

Complete Financial Planning, Retirement Income Strategies and Estate Executor Assistance with a respected, award winning CFP professional team.

Personalized financial services: - Investments (Stocks, Bonds, ETFs, Mutual Funds, Hedge Funds, Cryptocurrency) - Insurance (Life, Disability, Travel, Group Benefits) - No minimums - Low fees - 25 years of professional experience - In person and virtual consultation available throughout Ontario No "tied" selling and fees like the big banks. No "pre-canned"

A full-Service financial firm. We provide families with a complimentary financial plan using "Strategies Offering Solutions" in all aspects of their financial needs. We have a vast number of partnerships within our company to ensure our clients are offered the best debt solutions, protection management options, investment management options and more. Turning Stress into Security, and Security into Wealth!

Volpe Financial Solutions is a family-owned full-service Financial Services Brokerage based in Oakville Ontario. Our team of professionals specialize in providing optimal insurance and investment advice to our clients