Our Team | Our Services About Us Financial Advisors in Hamilton, Ontario

As financial advisors and life mentors, we are here to help you! We guide our clients through all of life’s events from raising a child to retirement. The MoneySmart Financial Services team provides sound financial advice and planning for people of all walks of life in Hamilton and its surrounding area.

It is never too early to start planning for the various events that you will likely encounter by simply living your life. Managing your investments and insurance doesn’t have to be complicated either! Allow us just one hour to review your assets and liabilities. Let us help you plot out your goals and make the informed decisions to achieve them. And when a life event challenges your course along the way, we will be there, ready to get you back on track.

Our team can help you plan for:

  • Empty nesting
  • New job
  • Job loss
  • Major changes in finances
  • Starting a business
  • Retirement
  • Personal/family health issues
  • Caring for aging parents

Myth

I’m not wealthy enough to work with a financial advisor.

Truth

Everyone can benefit from sound financial advice, no matter how much money you have to work with. In fact, the tighter your budget, the more important it is to spend your money wisely.
After all, our mission statement is simple: We are here to help you plan your future!