Are you looking for a Financial Advisor in the Hamilton area? - Need advice concerning RRSP's, Mutual Funds, Insurance or Taxes?


I am a Certified Financial Planner and provide a wide variety of Financial Services to both ordinary families and high net worth clients. See my list of services below Testimonials.

Client Testimonials:

"I have complete confidence in Tom and trust him to invest our savings as he invests his own. I often refer Tom to others, my adult children are also his clients."
Linda Rice
Scotiabank Retail Lending

"I'm probably like most people and have very little practical investment knowledge. However, I do recognize the need to find a good, honest person with whom to trust my money, and for me, that person is Tom Venner. I have known and dealt with Tom for many years have every confidence in his knowledge and judgment. I always know that no question is too small or unimportant for me to ask and Tom always has time to answer. Not every financial advisor feels that way - believe me, I know from experience."
Karen Reynolds
Hamilton Youth Employment Services

"Tom is very knowledgeable and always takes the time to explain my investments and how they fit our goals. By doing my taxes he's shown us a number of ways to save on the amount of taxes we pay."
Mike and Kathy Sherwood

"Tom Venner is an absolute pleasure to work with. Being that I am self employed, its very important to hire someone that I can trust with my finances. Tom has nothing but the clients best interests in mind. His methods are clear and concise. I especially love the fact that when I walk away from a meeting with Tom I feel as though I've learned something."
Steve Ferrell

"I've known Tom for some time and he is a very friendly and personable fellow. I have recently hired him as a Financial Advisor and I would recommend Tom to anyone in need of the same service. He is knowledgeable and conscientious."
Eman Ali

"My partner and I sat down with Tom one afternoon, needing advice and guidance on our financial future. He immediately had many valuable recommendations and explained to us how to implement them. He was very easy to talk to and he eliminated all our worries by giving us a plan."
Adele Olilver

"Thomas takes the time to help you understand the many options available to help maximize your financial portfolio, and his up-dates on current financial matters is a fantastic way of keeping in touch with customers"
Andrina Jones

"Thomas has handled my childrens financial and taxation needs for the last few years.I was impressed with the portfolio he drew up for them.I would not hesitate to recommend Thomas to other family members or friends."
Frank Kucharzyk

I provide Investments in association with GIC Financial Services and Insurance through Financial Horizons . I specialize in the following areas:

Planning
  • RRSP's and Retirement Planning
  • RESP's and Education Savings
  • Taxes (returns from $25)
  • Full Financial Planning (Fee based on Request)
Investments
Insurance
  • Disability, Health, Life, Critical Illness, Long-Term Care, Travel
  • Health Spending Accounts and ASO (Administrative Services Only) Group Insurance Plans

Contact me today to arrange for an introductory consultation. I will  provide complete comprehensive analysis of your current portfolio and insurance needs for no charge. Start yourself on the path to financial independence with an advisor who works for you (not a bank or large investment firm) and will act as your advocate, helping you navigate the ever changing landscape and increasingly complicated world of  investments, taxes and insurance.


*Commissions, trailing commissions management fees and expenses may all be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated..





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