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Moneysmart Financial Services
54Developing588 Concession St, Hamilton, ON L8V 1B1, Canada
Last updated September 2026
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Moneysmart Financial Services is a local financial planning provider in Hamilton, Ontario. Details below come from public business listings, confirm credentials, registration, and fit directly before booking.
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Claim this listing →Senior Care Path Summary
MoneySmart Financial Services is a Hamilton financial planning practice that helps families with investments, insurance, tax and estate planning. Its advisers describe themselves as life mentors and work with clients through major life events, including retirement, family health issues and caring for aging parents.
Services include retirement and estate planning, long-term care and critical illness insurance, portfolio reviews and help passing assets smoothly to heirs. The firm says it is independent of any single insurer, bank or investment company. Reviewers often mention a welcoming office and knowledgeable, caring staff.
Editorial summary by Senior Care Path based on verified listing data, last reviewed September 2026.
Conditions & Needs Supported
Services
Fees & Payment
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Who This Provider Is Best For
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Google Reviews
See all reviews on Google5.0
1 Google review
Summary of Google Reviews
Summarized by Senior Care Path from Moneysmart Financial Services's Google rating and recent reviews. Confirm specifics with the provider.
Moneysmart Financial Services holds an excellent 5.0-star rating across 1 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.
Most common praise
- Caring, attentive staff
- Warm, welcoming community
Most recent reviews
Rose Ghattas
a month ago · via Google
Very comfortable place, it is welcoming like home. Got deep knowledge about accounting and investments. Staff are very knowledgeable.
Willow Watson
4 years ago · via Google
Great service, they genuinely care about their customers.
Licenses & Registrations
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
Location
588 Concession St, Hamilton, ON L8V 1B1, Canada
Also serves
- Hamilton and surrounding areas
Frequently Asked Questions
What services does Moneysmart Financial Services offer?
Moneysmart Financial Services is a financial planning provider in Hamilton, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
How do I book an appointment with Moneysmart Financial Services?
Send a request through the form on this page with your name, email and phone. We pass it to Moneysmart Financial Services so they can reach you about a time that works, and a Senior Care Path advisor can help you compare financial planners in Hamilton. It is free, with no pressure.
Is Moneysmart Financial Services verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.