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Financial institution
1. Scotia Wealth Management - Hamilton - Hamilton
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· 1 reviews
1 King St W Suite 1402, Hamilton, ON L8P 1A4, Canada
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Investment service
2. David Bailey - TD Wealth Private Investment Advice - Hamilton
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· 0 reviews
100 King St W Suite 500, Hamilton, ON L8P 1A2, Canada
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4worldlovers: 
I lead a comprehensive wealth management team that believes in providing customized solutions to our selected successful families to cover the 4 key pillars illustrated above.
These solutions guide our families to help build the lifestyle and legacy that they have worked so hard for.
My business card indicates Senior Investment Advisor as my title; however, we offer so much more than just investment advice.
Since 1996 when I entered the financial industry with TD, I have found that every decision clients make in life revolves around the lifestyle they want for their families.
We listen actively to our clients to fully understand what is important to their families and welcome their questions and updates as we work together.
We provide timely information to clients in terms they understand, so they can make the best decisions for their family.
We stay in contact with our clients regularly to keep them aware of any changes that may affect their situation.
I lead a comprehensive wealth management team that believes in providing customized solutions to our selected successful families to cover the 4 key pillars illustrated above.
These solutions guide our families to help build the lifestyle and legacy that they have worked so hard for.
My business card indicates Senior Investment Advisor as my title; however, we offer so much more than just investment advice.
Since 1996 when I entered the financial industry with TD, I have found that every decision clients make in life revolves around the lifestyle they want for their families.
We listen actively to our clients to fully understand what is important to their families and welcome their questions and updates as we work together.
We provide timely information to clients in terms they understand, so they can make the best decisions for their family.
We stay in contact with our clients regularly to keep them aware of any changes that may affect their situation.
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Investment service
3. RBC Dominion Securities - Hamilton
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· 3 reviews
100 King St W Suite 100, Hamilton, ON L8P 1A2, Canada
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Investment company
4. McMaster Investment Council - Hamilton
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· 0 reviews
1280 Main St W, Hamilton, ON L8S 4L8, Canada
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Investment service
5. Fund Their Future - Hamilton
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126 Catharine St N, Hamilton, ON L8R 1J4, Canada
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Investment service
6. Chris Vrantsis - TD Wealth Private Investment Advice - Hamilton
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100 King St W Suite 500, Hamilton, ON L8P 1A2, Canada
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Investment service
7. Irfan Lone - BMO Investment Funds Specialist - Hamilton
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999 Upper Wentworth St, Hamilton, ON L9A 4X5, Canada
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Investment service
8. Ritlyn Investments Ltd - Hamilton
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130 Wilson St, Hamilton, ON L8R 1E2, Canada
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Bank
9. HSBC Bank - Hamilton
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· 16 reviews
40 King St E #160, Hamilton, ON L8N 1A3, Canada
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Steve Roberts: Had a first time meeting with my premier relationship manager, Anna, everything I needed to know was answered in a friendly ,professional manner. She showed a lot of patience with my ill informed questions! Had dealings with other staff members also, all good. I left a lot better informed than when I entered, a pleasant experience, unlike some other banks locally. Unfortunately only one branch in Hamilton, downtown, but that's not their fault.
Margaret Barsi: All covid rules were followed. We needed help to transfer funds from HSBC Canada to HSBC UK, plus handling a UK Power of Attorney between my husband in Canada and his sister in the UK. Nicolina Gualtieri handled all for us, she was patient, explained everything well and completed quite quickly. We appreciated and rather enjoyed our experience with this branch.
威朗普大约翰: Very good bank to withdraw money at any time
Jim Soklaridis: Not lines
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Investment company
10. Walsh Investment Group - Hamilton
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21 King St W #600, Hamilton, ON L8P 4W7, Canada
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