Latimer Financial Service

At Latimer Financial Services, we understand that navigating the complex world of finance can be overwhelming. That's why we're committed to delivering personalized service and expert advice to help you achieve your financial goals. With over 35 years of experience, we've built a reputation for integrity, expertise, and a focus on building long-term relationships with our clients.

Our Mission

Our mission is to deliver sound financial planning advice with integrity and expertise. We listen to our clients, putting their unique needs first, and carefully matching people with the best products and services available. We believe in providing world-class service, alleviating financial pressures, and helping our clients create financial peace of mind.

Leadership

Our leadership team has over 70 years of combined experience, with recognized designations in the field of investment planning. Our team of professionals is dedicated to creating a well-thought-out strategy using a variety of investments and insurance products and services to address our clients' financial needs and concerns.

Hugh E. Latimer

Hugh, the founder of Latimer Financial Services, has over 35 years of experience in the financial services industry. He is a CFP, CLU, and CH.F.C., and has been recognized as a Life Member of the Million Dollar Round Table.

Bill Latimer

Bill, also a CFP, has over 25 years of experience in the financial services industry. He is a QAFP, CPCA, and CEA, and has been with Latimer Financial Services since 1992.

Our Services

At Latimer Financial Services, we offer a range of services to help you achieve your financial goals. Our services include:

• Retirement Income Planning: We help you prepare for retirement by creating a sustainable income plan.
• Employee Benefit Plans: We help you navigate the complexities of employee benefit plans to maximize your benefits.
• Disability Income Planning: We help you protect your income in the event of a disability.
• Canada Education Savings Grant (CESG): We help you maximize your CESG contributions to plan for your child's education.
• Canada Learning Bond (CLB): We help you take advantage of the Canada Learning Bond program to save for your child's education.
• Registered Education Savings (RESP's): We help you create a RESP plan to save for your child's education.
• Budget Counselling and Planning: We help you create a personalized budget and financial plan to achieve your goals.

We're committed to delivering exceptional service, and we're dedicated to helping you achieve financial peace of mind. Contact us today to learn more about how we can help you achieve your financial goals.