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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.”

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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

(9)

“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.”

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Wescan Accountant Professional

(8)

Corporation
Family
Team

“Very professional and helpful!”

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Joseph Truscott, Chartered Accountant and Management Consultants

(3)

“Joe and his team have been doing my small business accounting for over 5 years, and they are great.”

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Taxsavers

(5)

“Extremely knowledgeable about small businesses and deceased estates, as well as personal tax.”

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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.”

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The 24 firms listed for Hamilton, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.

Area overview: Hamilton, ON

All 24 firms we list here are in Hamilton itself. We have 29 firms in Hamilton on file; this page shows the highest-rated 24. 17 of the firms on this page have a rating, from 4.1 to 5.0 across 343 reviews; 1 has 50 or more reviews and 14 are rated 4.5 or higher. 1 is open around the clock; 4 are open on Saturdays and 2 on Sundays. 1 shows a licence on its website. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers urgent consultations; 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 21 of the firms on this page; 17 publish a contact page; 17 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Hamilton take financial planning bookings online?

3 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.

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Cirrius Finance Corp

(1)

“Got a mortgage very quickly and efficiently.”

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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 ...”

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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.”

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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.”

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Brad Webb Financial

(1)

“Good value, professional, good quality and responsive.”

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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.”

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Moneysmart Financial Services

(1)

“Great service, they genuinely care about their customers.”

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Abbington Financial Group

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Little Financial

“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...”

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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”

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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 ...”

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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...”

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RP Tax & Financial Services

(1)

“RP Tax & Financial Services have been doing our business taxes for decades!”

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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.”

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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...”

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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...”

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Jamal Eiriksson, Senior Wealth Advisor

“®Registered trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management® consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private...”

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Blair Laxdal

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Average Cost	$3744
Minimum cost	$1248
Maximum cost	$10606
Avg Per Hour Rates	$375

Best Financial Advisors in Hamilton, ON

Robert Floris & Sean Howard : Mortgage Architects

Safeguard Insurance and Financial Services

Wescan Accountant Professional

Joseph Truscott, Chartered Accountant and Management Consultants

Taxsavers

Maddy's Roadmap

Area overview: Hamilton, ON

Cirrius Finance Corp

Canfin Financial Group

JKR Financial Group

Webster Financial

Brad Webb Financial

Dough Payments

Moneysmart Financial Services

Abbington Financial Group

Little Financial

4 Pillars Consulting Group

Limeridge Financial/Investia Financial Services

RBC Dominion Securities

RP Tax & Financial Services

Enlighten Financial | Manulife Securities

Walsh Investment Group

Your Planners

Jamal Eiriksson, Senior Wealth Advisor

Blair Laxdal

Retirement Planning and Investment Management Services in Hamilton, ON Cost Estimates

Why these companies made our list

Financial Advisors near Hamilton

Popular in Hamilton