Llewellyn & Associates IG Private Wealth Management
70Good10 Horseshoe Crescent, Waterdown, ON L8B 0Y2, Canada
About
Llewellyn & Associates is a financial planning firm in Hamilton, Ontario, serving professionals, business owners, and families with retirement planning, investment management, tax optimization, and estate planning over 29 years.
Senior Care Path Summary
Llewellyn & Associates helps retirees and pre-retirees map their financial future through structured planning. They work with families, professionals, and business owners to coordinate retirement income, tax-efficient withdrawal strategies, CPP/OAS timing, insurance protection, and estate planning. The team includes CFP and CLU designates, tax and estate specialists, and a chief investment strategist who focus on clarity and confidence rather than product sales.
Services cover financial and retirement planning, investment management, tax planning and optimization, and estate and wealth transfer. They offer a free retirement snapshot and clarity calls to help clients understand exactly where they stand and what their money needs to do for retirement.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Pre-retirees wanting certainty about retirement timing
- Professionals building toward retirement matching their lifestyle
- Families seeking a clear financial plan
- Business owners clarifying personal wealth strategy
- Retirees and families mapping retirement income and tax efficiency
Photo Gallery
Google Reviews
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31 Google reviews
Most recent reviews
Emily
2 months ago · via Google
I had a great experience working with Harman! He took the time to really understand my goals and explained everything in a way that actually made sense. I never felt rushed or pressured—just supported and confident in the plan we built together. Highly recommend if you’re looking for someone who genuinely cares and knows what they’re doing.
Lucas Basciano
8 months ago · via Google
Great experience with Harman! Very professional and extremely knowledgeable. He helped me make a solid plan to reach my financial goals! Made everything simple to understand. Highly recommend him!
cess Florentino
a year ago · via Google
I’ve known Harman for many years, he is a great financial planner and extremely knowledgeable about the equity markets. He is so passionate about economics and the financial markets and it shows as a result of my portfolio. I highly recommend both Harman and Jay as financial consultants, they will make sure to simplify your life and put you at ease in terms of finances.. and also have the experience and knowledge to get you the highest returns on your money. Highly recommended!!
Summary of Google Reviews
Summarized by Senior Care Path from Llewellyn & Associates IG Private Wealth Management's Google rating and recent reviews. Confirm specifics with the provider.
Llewellyn & Associates IG Private Wealth Management holds an excellent 5.0-star rating across 31 Google reviews.
Services
Licenses & Registrations
- Certified Financial Planner (CFP)
- Chartered Life Underwriter (CLU)
- CIFC
- LLQP
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
- English
Location
10 Horseshoe Crescent, Waterdown, ON L8B 0Y2, Canada
Also serves
- Hamilton, Ontario
- Ontario