Hamilton Insurance & Financial Management

Our Commitment

At Hamilton Insurance & Financial Management, we empower individuals and businesses in Ontario and Quebec to achieve financial security and prosperity. With over four generations of experience, we tailor financial plans to your unique needs and goals, navigating you through every stage of life, from building wealth to securing your retirement and preserving your legacy.

Who We Are

Led by industry experts Rod and Mike Hamilton, our team consists of passionate and knowledgeable professionals with diverse backgrounds in financial planning, taxation, and risk management. We combine in-depth knowledge with a genuine desire to understand your individual circumstances and aspirations.

Financial Planning

• Comprehensive financial plans customized to your goals and risk tolerance
• Cash flow management and budgeting
• Retirement income planning and strategies to retire early
• Tax-efficient investing with Tax-Free Savings Accounts and other innovative strategies
• Estate planning and wealth preservation

Tax Management

• Tax planning and optimization strategies for individuals and businesses
• Compliance assistance with income tax, HST, and other taxes
• Advice on maximizing deductions, credits, and capital gains opportunities

Risk Management

• Life insurance solutions to protect your loved ones and your financial security
• Critical illness and disability insurance to handle unexpected health challenges
• Business continuity planning to mitigate risks and ensure the continuity of your business

Legacy Planning

• Estate planning, including wills, powers of attorney, and trust arrangements
• Tax-efficient wealth transfer strategies to ensure your legacy lives on

Specialized Expertise

• Wealth planning for business owners and professionals
• Portfolio management and market analysis
• Ongoing client communication and personalized reporting

Our Approach

We believe in a holistic approach to financial planning, considering all aspects of your financial life. We work collaboratively with you, offering:

• Personalized guidance: We take the time to understand your unique needs, goals, and anxieties.
• Tailored solutions: We design customized plans based on your individual circumstances and financial situation.
• Transparency and communication: We provide clear explanations and regular progress updates to keep you involved in the process.
• Client-centered approach: We prioritize your needs and goals, working collaboratively to achieve your financial aspirations.