Westdale Financial Services
62Developing8 Grandview Ave, Stoney Creek, ON L8E 5A5, Canada
About
Westdale Financial Services offers comprehensive financial planning in Hamilton and the surrounding area, with specialization in retirement income, tax planning, inheritance planning, and pension transfers.
Senior Care Path Summary
Steve Fricker is a Certified Financial Planner with over 33 years in financial services, serving over 150 households in the greater Hamilton area. Westdale offers retirement income and tax planning, investment management, risk management and insurance, pension and severance transfers, and inheritance and wealth transfer strategies tailored to individual needs.
The firm uses proprietary planning systems, including the "Your Retirement Map" tool to help clients clarify their retirement goals and visualize their financial future. Steve is independent, a member of FPSC and ADVOCIS, and takes a personalized approach focused on helping clients understand their options for long-term financial security.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirees planning income and tax strategy
- Seniors inheriting or planning wealth transfer
- Those evaluating severance or pension options
- Families mapping long-term financial security
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Google Reviews
View all on Google5.0
1 Google reviews
Most recent reviews
Vanessa Foreman
6 years ago · via Google
Trustworthy, helpful advice. Steve takes his time explaining things and helps you work on your financial goals in small bites. You won't feel overwhelmed. He listens to your values and goals and helps you make financial decisions accordingly. We are really happy with the service we've received!
Summary of Google Reviews
Summarized by Senior Care Path from Westdale Financial Services's Google rating and recent reviews. Confirm specifics with the provider.
Westdale Financial Services holds an excellent 5.0-star rating across 1 Google reviews. Recent reviewers most often highlight responsive, helpful communication.
Most common praise
- Responsive, helpful communication
Services
Licenses & Registrations
- Certified Financial Planner (CFP)
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
- Member, Financial Planners Standards Council (FPSC)
- Member, ADVOCIS (The Financial Advisors Association of Canada)
Languages Supported
- English
Frequently Asked Questions
What services does Westdale Financial Services offer?
Westdale 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.
What languages does Westdale Financial Services speak?
Staff at Westdale Financial Services are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Westdale Financial Services?
You can call Westdale Financial Services directly at (905) 667-2112, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Hamilton. It is free, with no pressure.
Is Westdale 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.
Location
8 Grandview Ave, Stoney Creek, ON L8E 5A5, Canada
Also serves
- Hamilton, Ontario
- Stoney Creek, Ontario
- Greater Hamilton area