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  1. CA
  2. ON
  3. Hamilton
  4. Best Financial Consultants in CA
  5. Best Financial Consultants in On
  6. 7 Best Financial Consultants in Hamilton

7 Best Financial Consultants in Hamilton

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1

Webster Financial

Webster Financial was formerly Webster Benefit Consultants. It has provided guidance for life insurance products ever since 1984. The practice's individual partners are focused on individual financial planning and group benefits, as well as individual and family financial planning. Manulife Securities, which is indirectly, a wholly owned subsidiary of Manulife Financial Cor more...

Webster Financial was formerly Webster Benefit Consultants. It has provided guidance for life insurance products ever since 1984. The practice's individual partners are focused on individual financial planning and group benefits, as well as individual and family financial planning. Manulife Securities, which is indirectly, a wholly owned subsidiary of Manulife Financial Corporation. MFC also owns The Manufacturers Life Insurance Company, (MLI). A financial service organization that offers a variety of services, including protection, estate planning and investment. MLI is the owner of Manulife Securities Incorporated and Manulife Securities Investment Services Inc. Manulife Securities Insurance Inc. MLI also has Manulife Bank of Canada is a federally-chartered Schedule 1 bank that owns Manulife Trust Company which is a federally-chartered trust company. Through Mutual Funds Manulife Securities Investment Services Inc. insurance products and services can be found through Webster Financial. Services and products in banking are available through Referral arrangements will be made through the Manulife Bank of Canada. Additional disclosure information will also be available upon request. Manulife Bank Garnet, Joseph and Andrew Webster offer Advantage Accounts through a referral agreement with their Insurance company Webster Financial. Separate from Manulife Securities Investment Services Inc. products. For each product, please confirm with your advisor which company you're dealing with. Your products and services.

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+19055231234
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207 Locke St S, Hamilton, ON L8P 4B6, Canada
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2

IG Wealth Management

IG Wealth Management strives to provide long-term value for our stakeholders every day. IGM Financial has a strong commitment to sustainability management. We believe this is essential to long-term success and creating value. Our business is based on good governance and ethical operations. We also respect our employees, community, and environment. We aim to be responsible in a more...

IG Wealth Management strives to provide long-term value for our stakeholders every day. IGM Financial has a strong commitment to sustainability management. We believe this is essential to long-term success and creating value. Our business is based on good governance and ethical operations. We also respect our employees, community, and environment. We aim to be responsible in all that we do. Our success is also based on our focus on customer satisfaction, development and support for our employees, as well constructive participation in our communities. It's important to have a comprehensive financial plan. This plan will be flexible and can change with your life. Your IG advisor will get to know you and your family through long-lasting relationships. This allows them to adapt your financial plan to meet the changing needs of your life. We provide the information you require to plan your financial future. Get access to investment solutions that combine the best of asset managers around the world with exclusive expertise.

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helped me (1)
extremely helpfu ... (1)
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+19055297165
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21 King St W Suite 1405, Hamilton, ON L8P 4W7, Canada
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3

Edward Jones - Financial Advisor: Carrie L Hughes

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your education. We also have the ability to help with tax planning. Investment and compound interest have been a passion of mine since childhood. As a teenager, I saved money using a paper route. My ear more...

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your education. We also have the ability to help with tax planning. Investment and compound interest have been a passion of mine since childhood. As a teenager, I saved money using a paper route. My earnings were invested in Canada Savings Bonds. My money was growing and I fell in love with it! My clients should leave my office with a greater understanding or knowledge than they had when they arrived. My clients are more financial literate because I remove the technical jargon. My passion is sharing my expertise and simplifying things for my clients so they can enjoy compound interest and customized strategies to help them achieve their goals and dreams. To understand your most significant values, we use a five-step approach. We then create a plan that will help you stay on the right track. This is done through frequent meetings and open communication. Planning is not an event, it's a process. Anne Samuel (Board Office Administrator) and I make up my team. We work together with families, professionals, and business owners. Our passion is helping multi-generational families, as well as young investors get started with their investment career. Partnering with you will help you create financial strategies that are suitable for retirement and education savings. We'll also make sure you consider charitable and family organizations in your estate planning. To make sure that you feel comfortable, we will review your risk tolerance.

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excellent servic ... (1)
very knowledgeab ... (1)
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+19056338516
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69 John St S Suite 410, Hamilton, ON L8N 2B9, Canada
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4

Paul Carvalho: Financial Advisor - Provident Wealth

Provident Wealth Financial assists individuals and families with retirement planning, investments and life insurance. Paul Carvalho is an independent financial advisor from Hamilton Ontario. We are his company. Your income is higher than ever before. A house and a large RRSP are all yours. You also have some cash in a TFSA. You wonder why your financial situation isn't bett more...

Provident Wealth Financial assists individuals and families with retirement planning, investments and life insurance. Paul Carvalho is an independent financial advisor from Hamilton Ontario. We are his company. Your income is higher than ever before. A house and a large RRSP are all yours. You also have some cash in a TFSA. You wonder why your financial situation isn't better. Despite all the accomplishments, you worry about money. It's not uncommon for Canadians to be concerned about their financial situation. Recent studies have shown that many Canadians worry about their finances. It is essential to trust. This is why I approach things differently. Clients are treated as fiduciaries and I am conflict-free. Professionally, I am required to put your best interests first. The standard for bank and other advisors is much lower. This means that they are able to sell anything as long as it is "suitable." Make a plan to move forward. Start creating the life that you desire. My goal is to help you create a plan which will get you on your way to reaching your dreams. You can stay on the right track. A lot of my work is meant to overcome your emotional urge to do the wrong things at the wrong times. Trusted expert advice: It's easier to work with someone you trust. You will receive honest, objective advice.

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very knowledgeab ... (1)
unprofessional (1)
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+19053901848
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14 Nature Ct, Hamilton, ON L9C 7T5, Canada
5

Edward Jones - Financial Advisor: Steve Gregory

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your education. We also have the ability to help with tax planning. What makes me enjoy being a financial advisor in my local community? It is a pleasure to see people succeed and be happy. Clients who more...

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your education. We also have the ability to help with tax planning. What makes me enjoy being a financial advisor in my local community? It is a pleasure to see people succeed and be happy. Clients who are able to better understand money and feel more confident financially is what I enjoy. When clients are happy with what they have worked so hard for, it makes me smile. A financial advisor should be able to understand the client, talk openly about risk and cost, have strategies that work and can be easy to reach. Edward Jones is a Financial Advisor. I am a partner in the firm and must understand my clients' needs. To help families achieve their goals I follow a proven process and work with others in the family's lives. Together, my clients and I work together to ensure that they stay on the right track no matter what happens in life. Hamilton's Locke Street is where my office is. This street also houses many of my clients. The neighborhood is also home to my wife and two children. Our family has become part of the community through hiking, dining out and attending school events. This helps me to understand the lives of my clients so I can best help them.

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highly recommend ... (1)
recommended (1)
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+19055289198
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231 Locke St S Unit 1, Hamilton, ON L8P 4B8, Canada
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6

Alex Corovic - TD Financial Planner

TD Wealth Financial Planning is committed to helping our clients build confidence in their financial future. Your planner will assess your financial goals and create a detailed plan that balances your future and daily needs. Over 20 years experience in financial services, I am eager to explore investment strategies with you and help you achieve your financial goals. more...

TD Wealth Financial Planning is committed to helping our clients build confidence in their financial future. Your planner will assess your financial goals and create a detailed plan that balances your future and daily needs. Over 20 years experience in financial services, I am eager to explore investment strategies with you and help you achieve your financial goals.

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+19055240936
Closed Now
100 King St W, Hamilton, ON L8P 4W9, Canada
7

CIBC Financial Advisor: Iris Liu

I will help you make informed financial decisions today and in the future, whether you are looking to build wealth and manage debts or plan for retirement. You can meet with me at your convenience, either in person or by telephone. Let's talk about your goals and I'll identify potential opportunities. Then, we'll create a customized plan to help you achieve financia more...

I will help you make informed financial decisions today and in the future, whether you are looking to build wealth and manage debts or plan for retirement. You can meet with me at your convenience, either in person or by telephone. Let's talk about your goals and I'll identify potential opportunities. Then, we'll create a customized plan to help you achieve financial success. You can use the plan to cover everything, including how you pay your children's education and tax-saving strategies. Do your priorities change? Do you want to move into a different stage in your life? Do you want to just check in? You can have your plan reviewed anytime you want to ensure it is working for you. We will also be able to modify it as necessary to maximize your financial future. Ich freue mich, meeting you and helping to realize your dreams.

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+19053871382348
Closed Now
667 Upper James St, Hamilton, ON L9C 5R8, Canada
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Best 10 financial consultant list assembly and recognition by TrustAnalytica for hamilton is based on online reputation backed by review sources as google reviews, TrustAnalytica reviews and more.

We choose the best companies in the location and rank them based on rating, quantity of reviews and verification (Claimed or unclaimed profile).

Rankings are frequently updated to reflect the latest reviews from trusted sources.

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TrustAnalytica's procedure for listing financial consultant companies involves manual research, review and placement. Please note that some companies are placed here through their registration with our services as every company gets not only access to our Saas services but also a profile that gets listed. We evaluate businesses based on their online reputation, accessibility, online resources such as website and their fit for best 10 financial consultant category.

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