Financial Planning

Financial Planning involves, Retirement Planning, Advanced Tax Planning, Strategic Investment Planning and Risk Management. In many ways, financial planning is about emotion rather than money.

Retirement Planning

Our role in retirement planning goes beyond analyzing clients’ existing resources, including but not limited to current invested assets and anticipated pension income. We will help determine what needs to be done to reach your goals.

Risk Management

If something were to happen to you, would your family be able maintain their standard of living? Along with helping you build and manage your investment portfolio. We can help you choose insurance products to minimize your financial risk.

Portfolio Management

Portfolio management is all about strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other trades-offs encountered in the attempt to maximize return at a given appetite for risk.

Financial Planning
Advanced Tax Planning, Strategic Investment, etc.

Retirement Planning
Invested assets and pension income, etc.

 Hamon Financial Group's mission
is to help Canadian families and entrepreneurs build and protect their wealth by taking a holistic approach with respect to financial planning, risk management and portfolio analysis.

Risk Management
 Life Insurance, Disability Insurance, etc.

Portfolio Management
Strengths, weaknesses, opportunities, etc.
  • Welcome
  • Services
  • Mutual Funds
  • Investments
  • Travel & Health Insurance

Founded in 1982, Hamon Financial Group is now in its second generation of ownership and management.

We specialise in helping Canadian families and entrepreneurs build and protect their wealth through financial planning, risk management and portfolio analysis.  With our network of professionals and our team approach to financial planning, we have the ability to offer specialised comprehensive financial management of your affaires.


Our Mission
Hamon Financial Group’s mission is to help Canadian families and entrepreneurs build and protect their wealth by taking a holistic approach with respect to financial planning, risk management and portfolio analysis.

Through dealing with our team, our clients benefit from our specialists’ knowledge allowing us to provide them with comprehensive financial management with respect to all aspects of your financial objectives.

Financial Planning
Financial Planning involves a review of your financial situation and a determination of your goals and needs for the present and future.
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Retirement Planning
Retirement Planning is perhaps the most active area of financial planning. It could vary from providing specific advice on a particular retirement decision.
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Risk Management
If something were to happen to you, would your family be able maintain their standard of living?
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Portfolio Management
The art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals.
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Mutual Funds are provided by our financial advisors as mutual fund representative with Investia Financial Services Inc. Below is a list of Mutual Fund Companies our financial advisors are working with, however more are available.


       

Talk to one of our advisors for more information on any of these companies.

Clients of a mutual fund dealer who are not satisfied with a financial product or service have a right to make a complaint and to seek resolution of the problem. MFDA Member dealers have a responsibility to their clients to ensure that all complaints are dealt with fairly and promptly. Click Here.

Mutual Fund Disclosure
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investment. Please read the simplified prospectus before investing. Mutual funds are not guaranteed and are not covered by the Canada deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount that the full amount of your investment in the fund will be returned to you. Fund values changes frequently and past performance may not be repeated.

RRSP
A registered retirement savings plan, or RRSP, is a savings plan for individuals which allow them to defer tax on money to be used for retirement.
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RESP
Let the advisors at Hamon Financial Group show you how to build a tax-sheltered fund to finance a child’s post-secondary education.
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GIC
A GIC is exactly what it promises - a guaranteed investment.
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TFSA
This new investment vehicle will interest all ages and all incomes, allowing you to: save more.
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Annuities
annuities are primarily used as a means of securing to a steady cash flow for an individual during their retirement years.
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Health

We pride ourselves in providing our clients with the best and most innovative insurance programs available and have partnered with Manulife Financial to provide just that.

Click here for more information about health insurance plans and critical illness insurance.


Why Health Care?

IF YOU ARE ONE OF the millions of Canadians without an employer group health plan – and, therefore, vulnerable to health care costs not covered by your Government Health Insurance Plan – supplemental health care coverage should concern you.

For only dollars a day, we can offer you a unique combination of health benefits that provide you and your family with comprehensive coverage.

Click here for more information on our various health and dental plans.



Travel Insurance

Click here and select the protection that best suits your unique travel insurance needs.

If you need assistance, do not hesitate to contact our team at 613-419-0858 or at info@hamonfinancial.com

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