Solutions for your future needs.

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(519) 745-9228

Investment Planning

An investment plan defines how you will invest your money, prioritize, fund, manage and evaluate your investments while you seek to meet your goals and objectives.

Investors may use an active and/or a passive management style for a portfolio depending on long-, medium-, or short-term goals, and their individual (or unique) determined investment style.

We can help you design the right plan.

 

 

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Get in touch


Hamilton Insurance & Financial Management

177 Victoria St. N
Unit 204
Kitchener ON N2H 5C5

Phone: (519) 745-9228
Toll free: (800) 461-3792
Fax: (519) 745-6974

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