Donald Petrone, B.A Econ - Financial Advisor

With proper planning, you can become financially independent so that you can enjoy the lifestyle you've always dreamed about. Start planning now!

I value financial freedom to spend time with the ones I love most. One of my greatest pleasures comes from spending time with my family. I also believe it is necessary that youth develop a strong understanding of the fundamentals of financial literacy. Because of this, I volunteer time to teach the future generations about financial success.

With a Bachelors degree in Economics from McMaster University, I understand the importance of proper planning for an enriched life. Further, unexpected events can happen in an instant, so it is crucial that you incorporate a holistic approach to your plan.

Let me help you create a personalized financial plan that encompasses protection for your health and growth for your wealth. We will review it annually to evaluate and adjust your goals/strategies, If you own or run a small business, I can help protect your assets and key individuals.

Together, we can make sure the future is bright!

Sun Life Financial Hamilton/Burlington gives back to our community - United Way Halton & Hamilton

uwhh.ca

Giving back to our community - one organization at a time :)

uwhh.ca Related

Plan Like An Athlete

aol.com

Most people know I'm a huge sports fan. Just like in sports, your financial plan should consist of a solid offence and defense. This 2 minute video outlines a sports strategy for your #finances

aol.com Just like in sports, your financial plan should consist of a solid offence and defence.

'We know we have a problem': Ontario introduces measures to curb high rents, home prices

cbc.ca

16 measures were purposed earlier today that look to "cool" the red hot housing market in Ontario.

cbc.ca Worried that too many Ontarians are getting priced out by fast-rising rents and surging home prices, Ontario Kathleen Wynne unveils sweeping measures aimed at cooling red-hot markets she admits have become "a problem."

Bright moments: The value of advice

sunlife.hubs.vidyard.com

Check out Sun Life's #brightmoments campaign which captures the value of advice through the stories of real clients.

Federal Budget

sunlifeglobalinvestments.com

Here's a few highlights from the 2017 Federal Budget

sunlifeglobalinvestments.com Sun Life Global Investments brings together the strength of one of Canada’s most trusted names in financial services, Sun Life Financial, with some of the best asset managers from around the world to offer a lineup of innovative, world-class investment solutions.

Toronto housing market heading 'off a cliff': Sun Life's Adatia - Article - BNN

bnn.ca

Consumer debt is a Canadian problem...especially for the housing market. Check out Sun Life's Chief Investment Officer, Sadiq Adatia, perspective on it.

bnn.ca “I think if you look at Vancouver, we’ve already seen the bubble burst there,” Sun Life Global Investments Chief Investment Officer Sadiq Adatia told BNN. As for Toronto: "Eventually we are going to see this market kind of stop and then come off a cliff."

'We do it because our jobs are at stake': TD bank employees admit to breaking the law for fear of being fired

cbc.ca

It's sad to see people being treated this way for the sole purpose of making a profit. Always question your advice and make sure you ask 'why' when making financial decisions.

cbc.ca In the wake of a Go Public report earlier this week about TD employees pressured to meet high sales revenue goals, some TD workers reveal they have broken the law at their customers' expense to hit their targets.

Sun Life Financial - Hamilton/Burlington

Such an honor to receive the United Way Innovation Award for our work in the community this year!

We won the innovation award for the work we did at threshold school of building!

Lack of financial literacy hampering couple’s investment goals

theglobeandmail.com

TFSA's are a underutilized saving tool that provide great flexibility for short-term planning goals and long-term retirement objectives. Let me show you how you can use them in your financial plan.

theglobeandmail.com Margaret and John are behind in saving for children’s education, and need a better investment plan

Financial Stress Is Taking A Toll On Canadians' Health

huffingtonpost.ca

'For every $100 in disposable income, Canadian households have $168 in consumer debt.' Work with me to create a plan that will alleviate your financial stress so that you aren't part of the 42% of the population that ranks money as their number one stressor.

huffingtonpost.ca Taking a proactive, calm and collected approach to your finances has many benefits. But sometimes it's easier said than done. What are some strategies to reduce the impact of financial stress?

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Address


120 King Street W Suite 1100
Hamilton, ON
L8P4V2
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