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Financial Planner Hamilton

Looking for a Financial Planner in Hamilton?

Call Us Today!
905-667-2112

Don’t settle for less than the best when it comes making choices about your personal or business insurance, managing your investments or planning your retirement. Working with a Certified Financial Planner is the best way to ensure your goals are met to ensure your money is well taken care of and to avoid costly mistakes.

Some of the benefits of working with a Certified Financial Planner are:

  • Exclusive access to industry resources and information to stay current on market trends and projections
  • Investments and financial growth is monitored and reallocated or improved when possible
  • Receive education about your money, strategies, investments, and more
  • Reduce taking unnecessary risks
  • Focused on your best interests

Work With A Certified Financial Planner in Hamilton

Financial planning and wealth management can be confusing and overwhelming. If you need help with any of the following, Stephen Fricker, CFP of Westdale Financial Services can provide advice for:

  • Financial Planning
  • Retirement Income & Tax Planning
  • Investment Funds and Plan types
  • Risk Management & Insurance
  • Severance & Pension Transfers
  • Inheritance & Wealth Transfers
  • And more!

Ready to Take Control of Your Financial Future?

Steve Fricker has over 34 years of experience in the financial services industry.

Contact Steve at Westdale Financial Services today.

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