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HomeHamilton5 Best Financial Services in Hamilton🥇

5 Best Financial Services in Hamilton🥇

Below is a list of the top and leading financial services in Hamilton. To help you find the financial services located near you in Hamilton, we put together our list based on this rating points list.

Hamilton’s Best Financial Services:

The top-rated financial services in Hamilton:

  • Canfin Financial Group – provides comprehensive and integrated wealth management services.
  • Igneski Financial – specializes in safeguarding the financial and investment needs of individuals and businesses.
  • Edward Jones – uses a personalized approach to investing.
  • CI Assante Wealth Management  – one of the country’s largest firms providing wealth management solutions.
  • The Financial Company – help families understand their current finances and what they can achieve for their future.

Canfin Financial Group

financial services in hamilton

First on the list of the top 5 best financial services in Hamilton is Canfin Financial Group. They provide comprehensive and integrated wealth management services to businesses and their employees, professionals, and individuals. They offer a full 360-degree perspective that is required to ensure that success in one area does not conflict with another. They also use an integrated approach in all their engagements as there are no easy answers when it comes to wealth and it may involve other highly skilled individuals to work collaboratively with them to develop custom-tailored solutions based on the unique circumstances of their clients.

To help clients achieve their goals, Canfin Financial Group will only associate with financial planners, advisors, and other professionals and service providers who are committed to lifelong learning and professional development. All of their clients are guaranteed to always experience their qualified approach to wealth creation, wealth preservation, wealth distribution, and management.

Products/ Services:  

Estate Management, Tax Management, Medical Services, Financial Plan, Investment Management, etc.

LOCATION:

Address: 616 Concession St, Hamilton, ON L8V 1B5

Phone: 905 385 2676

Website: canfin.com/

REVIEWS:

“Professional” – Emil Matacz

Igneski Financial

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The owner and founder of Igneski Financial, Louie Igneski has been in business since 1996. He belongs to networking organizations in Hamilton and is active in the local business community. Igneski Financial specializes in safeguarding the financial and investment needs of individuals and businesses by offering a number of specialized services, including RESPs, RRSPs, RIFs, LIFs, Estate & Retirement Planning, Disability Insurance, Life Insurance, and Employee Benefits. They have been nominated for the Reader’s Choice Award under the Financial Advisor category since 2011

Products/ Services:  

Employee Benefits, Life Insurance, Disability, Estate & Retirement Planning, etc.

LOCATION:

Address: 74 Walnut St S, Hamilton, ON L8N 2L3

Phone: 905 560 6800

Website: igneskifinancial.com/

REVIEWS:

“Louie at Igneski Financial truly puts his client’s needs first, above and beyond anything else. He takes the time and effort to find the most suitable option for your needs and ensures you have a proper understanding of where your money is going.” – Kyle Melko

Edward Jones

hamilton financial services

Placing third on the list is Edward Jones. When clients work with Edward, they instantly have an entire team behind them who cares as much about why they are investing as what they invest in. What sets them apart is that they use a personalized approach to investing. Clients will work with their financial advisor one-on-one, supported by a branch office administrator helping them every step of the way. Their own team will get to know the clients and their goals intimately and provide the personal service only humans can deliver.

Products/ Services:  

Retirement Accounts, Brokerage Accounts, Registered Education Savings Plan, Cash and Credit, etc.

LOCATION:

Address: 1955 King St E Suite 202, Hamilton, ON L8K 1W2

Phone: 905 560 6800

Website: edwardjones.ca/

REVIEWS:

“Fantastic business. Joel is a great financial advisor and provides fantastic service!” – Koltan Barrow

CI Assante Wealth Management

top financial services in hamilton

CI Assante Wealth Management was founded in 1995 and is one of the country’s largest firms providing wealth management solutions. They are a team of 900 professional advisors, located in communities throughout the country, have approximately $46 billion of Canadian’s family wealth under their care.

The first level of protection they provide is thru by the substantial financial resources of CI Assante Wealth Management’s parent company, the CI Financial Corp. CI Financial is financially strong with total fee-earning assets of $189 billion as of August 31, 2020. Assante adheres to strict regulatory standards to maintain adequate capital to cover business risks, keep comprehensive, and accurate records and employ appropriate securities handling procedures.

Products/ Services:  

Wealth Management

LOCATION:

Address: 1955 King St E Suite 202, Hamilton, ON L8K 1W2

Phone: 905 560 6800

Website: assante.com/

REVIEWS:

“It is a very good place for investments and mutual funds. Everyone there is helpful and knowledgeable.” – Jordan Lindley

The Financial Company

best financial services in hamilton

Last and ranking fifth on the list is the Financial Company. It was founded in 2001 with a philosophy of treating people like family. They help families understand their current finances and what they can achieve for their future. They are an advisory firm that will manage and protect their client’s assets and not make predictions. As most people do not want a salesperson when it comes to making serious financial decisions, the Financial Company wants someone to give clients the right advice at the right time. With the Financial Group, they would be with the clients every step of the way on their journey to achieving their goals.​

Products/ Services:  

Financial Report

LOCATION:

Address: 1955 King St E Suite 202, Hamilton, ON L8K 1W2

Phone: 905 560 6800

Website: thefincompany.ca/

REVIEWS:

“Paula Swick is amazing! She truly cares about her clients and helping them reach their financial and life goals. A real professional with great knowledge about her industry. I highly recommend her for your financial planning needs.” – Purdeep Sangha

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