We provide sound financial advice and planning services in Hamilton, Ontario.
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Very happy to be part of Team Ispas for this weekends pro boxing match Good Luck Paul.
Happy to be one of the many sponsors!
Older & Reckless #41 - tickets now on sale! - https://mailchi.mp/d6d6fb0703ed/julye-news-3364357
[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.
Canada is one amazing country 🇨🇦
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!
Happy Valentines Day
“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.
Take 2 minutes to find out how much life insurance you need with this online calculator:
[01/18/18] I think it is time for a Fire Drill on your portfolios!
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[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!
"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.”
[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!
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.
|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|
Exclusive Adviser for the Chamber of Commerce Group Insurance Plan Also specializing in Life, Disability Insurance and Investments
I specialize in auto insurance, recreational vehicles, home, tenant, boat, condominium, cottage, rental, secondary homes, and commercial.
Financial security for Canadians and their communities. www.cooperators.ca
Get A Free Mortgage Insurance quote.
Providing Home, Business and Auto insurance representing over 20 companies including Chieftain, Dominion of Canada, Economical Mutual, Gore Mutual, Aviva and Intact.
As specialists in employee benefits consulting Underwriters Alliance Inc. provides professional employee benefits solutions to our clientele.
My service for your comfort. Professional Services Mortgage Agent. Lic#M15001715
For All Your Life Insurance & Mortgage Insurance Needs.
As a Financial Advisor, it is my role to work with you to meet your insurance and investment needs and goals. "Protect Your Wealth"
Our goal is simply to provide you with reliable advice and insurance from highly educated, friendly & experienced brokers in Hamilton and surrounding area.