Best Financial Consultant Hamilton Near Me

4worldlovers:
Your priorities are important to us. We can work together towards your goals, and can help with:

Work with us to assess and recommend strategies that can help to reduce your tax burden, and:


Reduce your taxable income during your lifetime or upon passing away


We can offer strategies to help you become retirement-ready by discussing questions like:


How much income is needed for the retirement you aspire to?

Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.

Consider using executor services like a corporate executor or Power of Attorney for Property


A financial plan is an in-depth document with many individual parts. By gaining an understanding of your needs, we help to ensure that your plan reflects your current financial situation and defines your goals, the timelines for targeting them and the steps you need to take to get there.


Your hopes and expectations are at the heart of your financial plan.


That’s why at TD Wealth Financial Planning we take the time to discover and appreciate your needs, and include them in any discussion of your goals, so that together we may set a course for the future that you envision for yourself and your family.

The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.


Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.


Discover what truly matters to you. We can offer planning and advice that can grow and evolve with you.


When Tim and Patty were faced with a life-altering event, their TD Wealth advisor helped them through the deeply personal aspects of legacy planning. Hear, in Tim's words, how their TD Wealth advisor took the time to understand their vision and helped establish a legacy in Patty's honour that will inspire students for years to come.

Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

4worldlovers:
Independent financial advisor based in Hamilton, Ontario. I help families and individuals with investments, life insurance and retirement planning.

You’re earning more money than you have before. You have a house, a good sized RRSP, and some money in a TFSA.

But you wonder why you’re not doing better financially. With all that you’ve accomplished, you still worry about money and think, “Am I doing this all wrong?”

You’re not alone. Several recent studies show many Canadians are concerned about their financial situation.

Create a plan that gives you the incredible feeling of being prepared.

Gain confidence knowing you have a trusted guide to keep you on track.

Stop worrying about money and start living the life you want.

I have over 20 years experience in finance, and hold the Chartered Financial Analyst (CFA) designation. I work with families across Southern Ontario, along with serving clients in my local community of Hamilton, Ontario.

I work with clients on a conflict-free, fiduciary basis. I’m held to the fiduciary standard, which means I’m professionally required to always put your interests first.

Banks and most other advisors follow a much lower standard. That means they can sell you something (anything) as long as its “suitable.”

Create a path forward: Start living the life you want. I will help you build a plan that puts you on the path to achieving your goals.

Keep you on track: Much of what I do is designed to help you overcome the emotional reflex to do the wrong thing at the wrong time.

4worldlovers: As you move through the different stages of your life, you need financial advice that evolves with you. I’ll be the single point of contact for you and your family to discuss your planning and banking needs. In my spare time, I enjoy travelling.

Whether you want to manage your debt and build your wealth or plan your retirement and estate, I can empower you to make smart financial decisions for today and your future.

We’ll meet when it's convenient for you, whether it’s in person, by phone or e-mail. We’ll chat about your goals so I can get to know you and identify opportunities, then put together a personalized plan that'll help set you up for financial success. The plan can cover anything, from how to pay for your kids’ education to tax-saving tips and credit and lending help: let's talk about your unique needs.

Are your priorities changing? Are you moving into a new stage of life? Or do you just want to check in? We can revisit your plan whenever you like to make sure it’s working for you, and evolve it as needed to optimize your finances moving forward.

I look forward to meeting with you and helping you to reach those dreams.

Whether you’re saving for retirement, a new home or your dream vacation, it pays to have a dedicated expert in your corner.

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