How many financial planners are listed in Hamilton?

Senior Care Path lists 9 financial planners serving Hamilton, Ontario, each with a Confidence Score, Google rating, recent reviews, and direct contact details.

How do I choose financial planners in Hamilton?

Compare by Confidence Score, rating, and reviews, then confirm credentials and fit. A planner experienced with retirement income and funding care, ideally a CFP.

Hamilton, ON

Financial Planning in Hamilton, ON

There are 9 financial planners serving Hamilton, ranked by our Confidence Score. Compare ratings, reviews, and details below, and confirm credentials and fit before you book. Typical cost: Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee.

9 financial planners in Hamilton

5.0 average rating65 Google reviewsacross 9 financial planners

9 financial planners

Sort by

Llewellyn & Associates IG Private Wealth Management

10 Horseshoe Crescent, Waterdown, ON L8B 0Y2, Canada, Hamilton, Ontario

Call for Pricing

Llewellyn & Associates IG Private Wealth Management

70/ 100

Good confidence

5.0(31 reviews)

“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...”

Provides: Financial 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.... Read more

View Profile

Metrailler Wealth

1034 Garner Rd W, Ancaster, ON L9G 3K9, Canada, Hamilton, Ontario

Call for Pricing

62/ 100

Developing confidence

5.0(10 reviews)

“I've been working with Miguel Lopes for a year now, and I couldn't be happier with the guidance I've received. As a professional millennial focused on building...”

Provides: Financial Planning

Designed Securities helps clients prepare for retirement and achieve financial stability through personalized planning. They offer 15-minute consultations to review your financial standing... Read more

View Profile

Westdale Financial Services

8 Grandview Ave, Stoney Creek, ON L8E 5A5, Canada, Hamilton, Ontario

Call for Pricing

62/ 100

Developing confidence

5.0(1 reviews)

“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...”

Provides: Financial Planning

Retirement income and tax planning, investment management, risk management and insurance, pension and severance transfers, and inheritance and wealth transfer strategies... Read more

View Profile

Speak to a Senior Care Path advisor

Free, friendly help choosing the right provider for your needs, no obligation.

Call an Advisor

Fox Group - DON FOX, B.Comm CFP, EPC, CLU

21 King St W Ste 1405, Hamilton, ON L8P 4W7, Canada

Call for Pricing

Fox Group - DON FOX, B.Comm CFP, EPC, CLU

62/ 100

Developing confidence

4.9(12 reviews)

“Always at the ready to give me great proactive and reactive financial advice when I call. I've trusted the Fox Group with my financial planning and retirement...”

Provides: Financial Planning

Their services include retirement planning, tax-efficient investment strategies, estate planning to protect and pass on your wealth, and integrated insurance planning. The Education Centre... Read more

View Profile

JKR Financial Group

76 Walnut St S, Hamilton, ON L8N 2L3, Canada

Call for Pricing

54/ 100

Developing confidence

5.0(8 reviews)

“I know Jürgen personally and I’d confidently recommend his financial planning services to anybody. Jürgen is incredibly friendly, detail oriented, and deeply...”

Provides: Financial Planning

Helps clients clarify their financial goals and develop an investment strategy to reach them. They guide clients through the complexity of investment options and work to... Read more

View Profile

Richardson Wealth Limited

21 King St W #1500, Hamilton, ON L8P 1A4, Canada

Call for Pricing

54/ 100

Developing confidence

5.0(1 reviews)

Provides: Financial Planning

Their services include investment management, retirement planning, estate planning, tax strategies, and insurance services, supported by dedicated Tax & Estate Planning professionals. The... Read more

View Profile

iA Private Wealth Ancaster - Financial Advisor

134 Wilson St W, Ancaster, ON L9G 1N3, Canada, Hamilton, Ontario

Call for Pricing

iA Private Wealth Ancaster - Financial Advisor

44/ 100

Limited confidence

5.0(1 reviews)

“Chris Brown is a very knowledgable financial advisor. He is very patient and excellent at explaining his reasoning behind his suggestions for personal finance,...”

Provides: Financial Planning

View Profile

Moneysmart Financial Services

588 Concession St, Hamilton, ON L8V 1B1, Canada

Call for Pricing

44/ 100

Limited confidence

5.0(1 reviews)

“Great service, they genuinely care about their customers.”

Provides: Financial Planning

View Profile

Weekes Wealth

469 Wilson St E #3, Hamilton, ON L9G 2C4, Canada

Call for Pricing

38/ 100

Limited confidence

Provides: Financial Planning

With a high client retention rate and strong reliance on referrals, they focus on helping clients experience the full potential of their wealth during retirement. Read more

View Profile

Local financial planners from public business listings, scored on public Google signals, Senior Care Path hasn't independently vetted every one. Always confirm credentials, registration, and fit before booking.

Financial Planning costs & funding in Hamilton

Typical cost: Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee.

Fee-only versus commission-based advice, whether you want a one-time plan or ongoing management, and how complex your finances are. A one-time, fee-only plan can be money well spent when weighing home care against a move, or deciding how to use home equity. Ask any advisor how they are compensated before you begin.

What to look for in financial planners

A planner experienced with retirement income and funding care, ideally a CFP
Clarity on how they are paid (fee-only, commission, or both)
A written plan that models care costs against pensions, savings, and benefits

Frequently asked questions

How much do financial planners cost in Hamilton?: Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee Fee-only versus commission-based advice, whether you want a one-time plan or ongoing management, and how complex your finances are. Costs in Hamilton also depend on the provider and your needs.
How many financial planners are listed in Hamilton?: Senior Care Path lists 9 financial planners serving Hamilton, Ontario, each with a Confidence Score, Google rating, recent reviews, and direct contact details.
How do I choose financial planners in Hamilton?: Compare by Confidence Score, rating, and reviews, then confirm credentials and fit. A planner experienced with retirement income and funding care, ideally a CFP.

Keep exploring

Financial Planning in other cities

Financial Planning in Toronto Financial Planning in Vancouver Financial Planning in Calgary Financial Planning in Ottawa Financial Planning in Edmonton Financial Planning in Winnipeg Financial Planning in Victoria Financial Planning in London

Other services in Hamilton

Physiotherapy in Hamilton Occupational Therapy in Hamilton Counselling in Hamilton Podiatry & Foot Care in Hamilton Elder Law in Hamilton Estate Planning in Hamilton Insurance in Hamilton Senior Move Management in Hamilton

All financial planning across Canada

Free Assessment