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Retirement Planning Consultants near Hamilton Beach ON (71 Result(s))
Protect yourself with the help of Lakeside Insurance & Financial Limited. Based in Hamilton, we offer commercial insurance, as well as personal, home and automobile insurance coverage. To speak to one of our insurance brokers, please contact us.
422-2289 Fairview St, Burlington, ON L7R 2E3
GIC Financial Services Inc. Invest with Integrity We have offices in Ancaster, Burlington, Dundas and Stoney Creek and have been serving these communities since 1979. As an independent company our selection isn't limited to a single bank or mutual fund company. GIC Financial Services Inc. has access to a comprehensive range of investment products from financial institutions across Canada. Built on the trust of conservative investors, our goal is to build lasting relationships through sound financial advice and unparalleled customer service.
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We help people maximize their income and minimize their taxes, both now and during retirement. We specialize in estate transfers from one generation to another, while minimizing estate shrinkage due to legal, probate and executor fees along with income tax.
We manage non-discretionary investment portfolios for private investors. We deliver our unique brand of investment management in various formats to provide customized solutions for our client's needs. Our investment philosophy is to apply a disciplined approach to an active, style agnostic process designed to reveal the current market environment, and help signal imminent change. We stay ahead of the investment curve to capture ever changing market trends and cycles. Our investment process is best described as the disciplined and unemotional application of a top-down market and sector risk assessment, combined with a bottom-up technical security selection process.
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal.
Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing.
We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel.
If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
GIC Financial Management Inc. in Ancaster we concentrate our expertise on developing personalized investment and tax-efficient strategies to preserve capital for our client's retirement and estate plans and maximize family income throughout retirement.
.Watson Investments is a fee for service Financial Planning firm located in downtown Oakville. Watson Investments has been awarded the Oakville Beaver Reader's Choice award for fourteen years. Our Knowledgeable team provides comprehensive and personalized financial services to help you meet your objectives. We work closely with you to help you make informed and confident decisions about your money, and to develop and implement a customized financial plan based on sound principles and strategies. Our goal is to simplify your life so you can spend more time doing the things you love to do. If you would like to know more about how we can help you realize your financial goals, we would be happy to meet with you
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