Yourcfo Advisory Group

At Hamel Wealth Management Group, we are dedicated to providing our clients with the integrated, independent financial advice they deserve in all aspects of wealth management. We believe in building long-term relationships with our clients, allowing us to understand not only their investment values but also their life goals. By gaining a deep understanding of our clients' circumstances, we can help them create a wealth management plan that provides for their future goals while also enabling them to live for today.

Our Approach

Our unique approach, known as yourPath, is centered around a written, disciplined, and planned approach to investing. We believe that this method is essential when entrusting us with our clients' financial future. Our highly qualified, committed group of investment professionals work together to provide the best possible advice and solutions.

Trusted Advice

We provide trusted advice to our clients, ensuring that they receive the integrated, independent financial advice they deserve in all aspects of wealth management. Our services are designed to help our clients get ahead financially or answer any questions they may have. We offer a range of services, including investment advice, financial planning, and retirement planning. Our team of experienced professionals is committed to providing the best possible advice and solutions to our clients.

Investment Advice

Our investment advice is based on a disciplined, planned approach that takes into account our clients' investment goals and risk tolerance. We offer a range of investment products and services, including stocks, bonds, and mutual funds. Our team of investment professionals is committed to providing our clients with the best possible advice and solutions, taking into account their individual needs and circumstances.

Financial Planning

Our financial planning services are designed to help our clients achieve their financial goals. We work with our clients to create a comprehensive financial plan that takes into account their current financial situation, future savings, anticipated rate of return, and when they'll be able to achieve their goals. We also look for ways to reduce taxes and address our clients' estate legacy.

Retirement Planning

Our retirement planning services are designed to help our clients prepare for their retirement years. We work with our clients to create a retirement plan that takes into account their retirement goals, income needs, and risk tolerance. We offer a range of retirement products and services, including registered retirement savings plans (RRSPs), registered retirement income funds (RRIFs), and annuities.

yourPath

Our unique approach, known as yourPath, is a commitment to complete a systematic and proven planning process. This process includes identifying our clients' goals and risk tolerance, analyzing their situation, developing recommendations, and creating a written financial strategy and investment policy statement. We believe that this approach is essential to providing our clients with the best possible advice and solutions.

At Hamel Wealth Management Group, we are committed to providing our clients with the best possible advice and solutions. Our unique approach, known as yourPath, is centered around a written, disciplined, and planned approach to investing. We believe that this method is essential when entrusting us with our clients' financial future. Our highly qualified, committed group of investment professionals work together to provide the best possible advice and solutions.