Michael Ward | Vanessa DugasOur Team Financial Planners in Hamilton, Ontario

We would like to take the opportunity to introduce you to our team and MoneySmart Financial Services Hamilton. As a life insurance advisory team, we’re different and proud of it. We stand out in three unique ways. Firstly, and above all, we consider ourselves to be in the personal service business. We are here to help you, which is why our team’s mission statement is: Planning Your Future. Everything we do as your financial planner is focused on fulfilling that mission. We strive to ensure that each contact with our clients is a quality contact, one that builds their trust in us.

Secondly, our personal service is supported by a process. Initially, we complete a complete needs analysis to use as a framework which allows our clients to understand where they’re going, where they’re at and what’s coming next. Only with carefully thought-out needs planning can you be sure to protect yourself against any risks which may appear along the way.

Thirdly, we recognize that no two clients have identical needs and aspirations; we take the care to understand your overall financial picture. We then use a unique process to develop a strategy to help you achieve your personal objectives by understanding your current situation. As circumstances change over time, we will adjust your plan, if needed, to keep it targeted towards your priorities in life.

Working together, we help you to enjoy peace of mind and, ultimately, to plan your future.

Michael Ward, CFP

Michael has over 25 years of experience in the financial services industry, starting in 1985 with Midland Doherty as a stock broker; continuing his career after a break in Scotland with RBC Royal Bank and Keybase Financial. Michael has successfully completed the Professional Financial Planning Course and has also achieved the Certified Financial Planner (CFP) designation. Michael is also life licensed. As a personal advisor, Michael works with you to define your financial goals and he helps you to turn those goals into an achievable reality. By helping you to plan, set priorities, understand your own financial character, and make the right moves at the right time, he becomes your partner … your helpful ally.

Michael resides in Burlington and enjoys working with people from all walks of life. awards-michael
Michael has won the Readers’ Choice Award for the Best Financial Planner almost every year since 2009; most recently winning the 2015 Readers’ Choice Platinum Award. For 2014, he was considered one of the Readers’ Choice Top 10 Best Financial Planners. He is honored to have won these awards from both The Hamilton Community News and The Hamilton Spectator.

Michael_Picture

Vanessa Dugas

Vanessa assists Michael Ward with the day-to-day administrative tasks that allow him to focus on meetings with clients and helping with their financial planning needs. Not only has Vanessa graduated with a Bachelor’s Degree in English from Athabasca University, but she is also a newly licensed life insurance sales agent.

Vanessa brings with her a diverse experience servicing clients in the retail sector. She is client focused, and takes pleasure in providing that extra level of service to enhance the client’s experience. Vanessa brings to the financial world a fresh attitude and is looking forward to starting to work with clients on her own.

Brandon Eyre

Brandon assists Michael Ward with the day-to-day administrative tasks allowing him to focus on meetings with clients to help with their financial planning needs. Brandon graduated in 2013 with a marketing diploma from Mohawk College and has previously worked in the financial sector as an advisor.

Brandon also brings with him 3 years of marketing industry experience ranging from advertising and promotions to client relationship management.  Brandon is extremely client focused and brings a unique perspective to the financial sector.