MoneySmart

MoneySmart

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

Merry Christmas!!!

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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!

Stream of Vision Photography

Wedding season is almost here!

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.

Foresters Financial

The thirties are a blessing and a curse when it comes to retirement saving. It can be a challenge to figure out where your dollars should go.

[12/31/17]   Happy New Year Let us look forward to an amazing Year

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Merry Christmas Everyone

[12/08/17]   As a special thank you for voting for me as the Reader's Choice Gold Award for Best Financial Advisor, every Friday in December please enjoy a free delicious hot chocolate at Salty Espresso (located on John St, near the office)! To enjoy your free hot chocolate, all you have to do is follow us on Twitter and present our business card to the Salty Espresso staff. Thank you for your continued support!

Financial Planning Standards Council

NEW: With some smart pre-planning, you can enjoy the season without breaking the bank. #HolidaySeason #HolidaySpending Credit Canada

goodshepherdcentres.ca

Christmas Programs

"Once again, Moneysmart is proud to announce our participation in this years Good Shepherd Christmas Program – Sponsor a Family. Each year more than 800 volunteers serve to brighten the Christmas of struggling families locally. What a wonderful opportunity to share in the spreading of goodwill & generosity. Visit http://www.goodshepherdcentres.ca/christmas-programs to learn how to participate.”

goodshepherdcentres.ca

[11/29/17]   Looking forward to helping the students of the DeGroote Finance Association this evening!

[11/28/17]   As a special thank you for voting for me as the Reader's Choice Gold Award for Best Financial Advisor, every Friday in December please enjoy a free delicious hot chocolate at Salty Espresso (located on John St, near the office)! To enjoy your free hot chocolate, all you have to do is follow us on Twitter and present our business card to the Salty Espresso staff. Thank you for your continued support!

Hamilton HIVE

Get your tickets to HIVEX - Hamilton's largest young professional conference! Join over 300 young professionals, community members, and city leaders to engage in topics on city development, personal branding, career advancement, personal growth, urban issues, politics, and more.

Foresters Financial

Smart couples know there are life insurance perks they can take advantage of throughout their entire lives.

Want your business to be the top-listed Finance Company in Hamilton?

Click here to claim your Sponsored Listing.

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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As a Financial Advisor, it is my role to work with you to meet your insurance and investment needs and goals. "Protect Your Wealth"

Acumen Insurance Group Inc. Acumen Insurance Group Inc.
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Our goal is simply to provide you with reliable advice and insurance from highly educated, friendly & experienced brokers in Hamilton and surrounding area.