MoneySmart

MoneySmart

We provide sound financial advice and planning services in Hamilton, Ontario.

[05/28/19]   Brandon will be hosting a Legacy Planning Lunch and Lunch Today from 11.30 to 12.30 at McMaster Innovation Park room 1C

[05/28/19]   Happy to support Hamilton Huskies Minor Atom! Best luck for the upcoming season!

equitable.ca

Organizing your financial records and emergency forms

equitable.ca #worksforme

[04/25/19]   We know, life gets hectic, and it can be easy to forget an appointment or deadline here and there, but, it’s best not to forget to file your taxes on time, especially considering that the Canada Revenue Agency (CRA) gives you a whole year to prepare.Call us today!

[04/24/19]   It's tax time! Starting at only $40, we will complete your tax return for you. Join our other clients by simply dropping your tax slips (and other tax information) off to the office. Make sure to include your direct deposit information.If you have any tax related questions just give us a call at 905-387-8303 and we would be happy to help.

[03/09/19]   Very Happy to Award the First MoneySmart First Match Award to Marcus Hamilton from Old School Boxing. Well Done Marcus Great Achievement

[02/25/19]   With tax season well under way, the RRSP contribution deadline for the 2018 tax year is fast approaching. Please be reminded that this year's deadline for making RRSP contributions for the 2018 tax year is March 1, 2019 at 12:00 Midnight.

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Ashton Kutcher

Everyone's life is valuable.

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Happy New Year!!

Merry Christmas!!!

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Untitled Album

Very happy to be part of Team Ispas for this weekends pro boxing match Good Luck Paul.

readerschoice.thespec.com

Financial Advisor – People/Professionals

readerschoice.thespec.com

Foresters Financial

Having a baby is a joyous thing, but it also comes with a whole set of costs (diapers, daycare, education savings)! Here are some financial considerations for new parents

Financial Planning Standards Council

Regardless of your net worth, financial planning is worthwhile.

Happy to be one of the many sponsors!

Older & Reckless #41 - tickets now on sale! - https://mailchi.mp/d6d6fb0703ed/julye-news-3364357

Foresters Financial

Here are some ideas to help you have an amazing weekend without spending money. Have you ever tried having a money-free weekend?

snyderscorn.ca

Find Us – Snyder's Sweet Corn

Best. Corn

snyderscorn.ca

Foresters Financial

Is it a good idea to buy life insurance for your children? Hmmmm…

[07/10/18]   In recognition of the hard-work and determination required to fight in their first competitive match,we are pleased to announce the MoneySmart First Match Award to Boxers of all ages! More details to follow as we hope to launch with our first club soon! and hopefully city-wide next year.

BC Proud

Canada is one amazing country 🇨🇦

Foresters Financial

As the saying goes, “spread kindness like confetti!”

[05/12/18]   To all the wonderful mothers, grandmothers, aunts and wives - we celebrate you for everything you are and every way you've touched our lives. Happy Mother's Day!

Equitable Life of Canada

Ask your advisor about our gradual inheritance strategy. Learn more at http://bit.ly/2I6Zdrr.

[03/14/18]   It's tax time! Starting at only $40, we will complete your tax return for you. Join our other clients by simply dropping your tax slips (and other tax information) off to the office. Make sure to include your direct deposit information.If you have any tax related questions just give us a call at 905-387-8303 and we would be happy to help.

[03/07/18]   A year from now you will wish you had started today!

[03/01/18]   Last Day for RRSP's! Don't forget the easiest and best way to contribute is on a monthly basis!

Foresters Financial

Happy Valentines Day

Fidelity Canada

“Think rationally; be a long-term investor and not a gambler.” Fidelity Portfolio Manager, Joel Tillinghast, discusses his investing style, & how he finds value in today's markets with The Globe and Mail.

BNN Bloomberg

How often do you touch base with your financial advisor?

Foresters Financial

Take 2 minutes to find out how much life insurance you need with this online calculator:
http://www.foresters.com/en/tools-and-guides/life-insurance-calculator

Financial Planning Standards Council

From BNN: Now’s the time to put your financial house in order—and get the help you need. BNN - Business News Network

[01/18/18]   I think it is time for a Fire Drill on your portfolios!

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Financial Planning Standards Council

Make 2018 the year you achieve your goals.

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Telephone

Address


57 Augusta St.
Hamilton, ON
L8N 1P8

Opening Hours

Monday 09:00 - 16:00
Tuesday 09:00 - 16:00
Wednesday 09:00 - 16:00
Thursday 09:00 - 16:00
Friday 09:00 - 16:00
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