Hamilton, ON

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Hamilton, ON
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Best Financial Advisors in Hamilton, ON

The highest-rated Financial Planning & Wealth Management companies out of 54 vetted & reviewed in the Hamilton area.

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Robert Floris & Sean Howard : Mortgage Architects

Robert Floris & Sean Howard : Mortgage Architects

(50)
  • Sale
  • Honest
  • Advice
“After making several calls to various mortgage brokers , I grew even more frustrated with their slow process and not being able to reach them to ask questions and get straight answers.”
In Business Since 2006
Transparent Fees & Pricing
Emergency Services
236 Pritchard Rd, Hamilton, ON L8W 3P7
Featured

Why Millennials Will Continue To Struggle To Buy Their First Home As a father of two kids who are millennials, it hurts to share these facts. Escalating rents have forced both Canadian and American kids between the ages of 20 to 34 years to move in with their parents. Over 35% of Canadian kids and closer to 50% of American millennials have their parents to thank for a warm meal and a good night’s sleep. The numbers have not been this high since the depression. Reasons given by millennials why they moved back with their parents (answers are given in order of most to least common) To save money They could not afford rent To take care of their parents They enjoyed living there Personal health issues They lost their job They were scared to lose their job This trend will continue for the foreseeable future as mortgage rates remain high. The positive is that six of 10 Canadian millennials believe they will one day be homeowners.

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Safeguard Insurance and Financial Services

Safeguard Insurance and Financial Services

(9)
Resources, Financial Planning, Process & Fees
“Gaston took care of our family's life policies and has introduced us to investment options that have really made the difference in planning for our financial future.”
In Business Since 2013
Transparent Fees & Pricing
1522 Main St E #1, Hamilton, ON L8K
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Wescan Accountant Professional

Wescan Accountant Professional

(8)
Personal Income Tax Returns, Compliance & Consultation, Business Accounting & Bookkeeping
“Very professional and helpful!”
845 Upper James St #200, Hamilton, ON L9C 3A3
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Joseph Truscott, Chartered Accountant and Management Consultants

Joseph Truscott, Chartered Accountant and Management Consultants

(3)
Selling a Business, Business Valuation and Litigation Support, Personal Financial Planning
“Joe and his team have been doing my small business accounting for over 5 years, and they are great.”
In Business Since 2002
Transparent Fees & Pricing
812 King St E, Hamilton, ON L8M 1A9
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Taxsavers

Taxsavers

(5)
“Extremely knowledgeable about small businesses and deceased estates, as well as personal tax.”
Free Initial Consultation
528 Upper Sherman Ave, Hamilton, ON L8V 3L9
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Maddy's Roadmap

Maddy's Roadmap

(9)
  • Debt
  • Company
  • Budget Planner
“With their help, we not only kept our house but also purchased a new one, and we are now debt-free and equipped with the tools to stay on the right financial path.”
In Business Since 2012
1 Hunter St E, Hamilton, ON L8N 3W1
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Cirrius Finance Corp

Cirrius Finance Corp

(1)
Financing, Consulting
“Got a mortgage very quickly and efficiently.”
Offers Financing Options
2826 King St E, Hamilton, ON L8G 1J5
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Canfin Financial Group

Canfin Financial Group

“Management Consulting with Tax and Estate Management, for businesses and individuals. We offer various Planning and Advisory Services strategies to manage and distribute wealth especially in the most tax efficient manner. Whether the distribution of ...”
In Business Since 1997
Transparent Fees & Pricing
Licensed
616 Concession St, Hamilton, ON L8V 1B5
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JKR Financial Group

JKR Financial Group

(4)
“Jurgen is a thoughtful and innovative thinker whom I have grown to know and trust through our mutual network of like-minded entrepreneurs.”
In Business Since 2002
76 Walnut St S, Hamilton, ON L8N 2L3
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Webster Financial

Webster Financial

(3)
“I've worked with Dave and Andrew for the past few months now and couldn't have asked for a better working relationship.”
207 Locke St S, Hamilton, ON L8P 4B6
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Brad Webb Financial

Brad Webb Financial

(1)
“Good value, professional, good quality and responsive.”
In Business Since 2002
1 Hunter St E #100, Hamilton, ON L8N 3W1
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Govan Wealth Management

Govan Wealth Management

(1)
“The CLU designation indicates that Bob is qualified to provide Estate Planning and Corpoate Insurance Planning.”
In Business Since 2006
50 Coreslab Dr, Hamilton, ON L9H 0B2
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Dough Payments

Dough Payments

(10)
  • Small Business
  • Social Media
  • Payment Processing
“Not only do you get an awesome payment system but the social media and website support (that is 100% free I might add) has taken away my stress and allows me to make amazing posts, on a regular basis, in a fraction of the time.”
In Business Since 2021
15 Wellington St N Unit 4, Hamilton, ON L8R 1M7
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Moneysmart Financial Services

Moneysmart Financial Services

(1)
“Great service, they genuinely care about their customers.”
588 Concession St, Hamilton, ON L8V 1B1
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Abbington Financial Group

Abbington Financial Group

662 Upper James St, Hamilton, ON L9C 2Z3
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Little Financial

Little Financial

Investment Services, Insurance Services
“Retirement is the time in your life to enjoy the benefits of your hard work, but this does not happen without a plan. Our individually tailored approach that includes detailed discussions, plan reviews and plan adjustments, that guide you through you...”
Family Business
361 Jackson St W, Hamilton, ON L8P 1N2
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4 Pillars Consulting Group

4 Pillars Consulting Group

(7)
“After we seen Jim Ferguson we were so happy again it was like we found an oasis in the desert i recommend Jim because hes someone you can trust and someone who going to make you smile again and most important save you money, thanks Jim”
109 Herkimer St, Hamilton, ON L8P 2G8
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RBC Dominion Securities

RBC Dominion Securities

“When working with an investment manager, it's critical to have someone in your corner you can count on. By choosing to partner with a CIM® you can rest assured your best interests will be served. A Chartered Investment Manager (CIM®) ● Understands th...”
34+ Years Experience
Transparent Fees & Pricing
100 King St W, Hamilton, ON L8P 1A2
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Limeridge Financial/Investia Financial Services

Limeridge Financial/Investia Financial Services

“The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their ...”
In Business Since 1999
Free Initial Consultation
152 Jackson St E, Hamilton, ON L8N 1L3
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RP Tax & Financial Services

RP Tax & Financial Services

(1)
“RP Tax & Financial Services have been doing our business taxes for decades!”
2826 King St E, Hamilton, ON L8G 1J5
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Enlighten Financial | Manulife Securities

Enlighten Financial | Manulife Securities

“Enlighten Financial is a financial planning firm located in Hamilton, ON. We launched to provide a fresh perspective on how global financial market's work and develop solutions that will help our clients reach their goals.”
In Business Since 2019
16 Harlowe Rd Unit 4, Hamilton, ON L8W 3R6
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Your Planners

Your Planners

“We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you d...”
1030 Upper James St, Hamilton, ON L9C 6X6
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Walsh Investment Group

Walsh Investment Group

“CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a divisio...”
In Business Since 2016
21 King St W #600, Hamilton, ON L8P 4W7
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Blair Laxdal

Blair Laxdal

120 King St W #210, Hamilton, ON L8P 4VE
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Retirement Planning and Investment Management Services in Hamilton, ON Cost Estimates

Minimum cost
$1248
Maximum cost
$10606
National Average
$3744
Avg Per Hour Rates
$375
$2496
$6863
Fair price range is based on 343 cost profiles
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Average Cost $3744
Minimum cost $1248
Maximum cost $10606
Avg Per Hour Rates $375

Fair range $2496 to $6863 is based on 343 cost profiles.

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