Thomas J Venner (CFP®,CEA): Fee Based  & Fee For Service Only Financial Planning  
(Ancaster, Hamilton, Oakville, Milton, Burlington, Grimsby, Dundas, Stoney Creek, Brantford, Guelph)

                        

Services &Disclosures 

In situations where the client requests a need for my assistance in purchasing products or services required for the implementation of their financial plan I am able to  provide: Investments (Mutual Funds) in association with Altimum Mutuals Inc. Other products which are offered include Insurance, Annuities, GICs and Segregated Funds through Financial Horizons Inc. and Mortgages through Centum SRF Financial Inc. I provide services  in the following areas:

 

Through Financial Horizons Inc: Planning and Advice

  • Fee only and Fee based Financial Planning
  • Dofasco Pension & Retirement Income Planning (Fund, Fund 2, Deferred, SRIP)
  • TFSA (Tax Free Savings Accounts)
  • RESP's and Education Savings
  • RRSP's and Retirement Income Planning
  • Tax Planning and Preparation 

Through Altimum Mutuals Inc.

Through Financial Horizons Group Inc: Insurance, Segregated Funds & other Investments

  • Disability, Health, Life, Critical Illness, Long-Term Care, Travel
  • Health Spending Accounts and ASO (Administrative Services Only) Group Insurance Plans
  • Guaranteed Income Products
  • GIC's (Guaranteed Interest Contracts)
  • High Interest Savings Accounts 

Through Centum SRF Financial Inc: Mortgage Planning

  • I have access to dozens of lenders and shop for the best rates and terms for my clients. Special mortgage products such as variable rate mortgages that cap at the 5 year rate quoted at the start of the term, blended mortgages (part fixed, part variable), B lenders for those turned down by the bank, recent bankrupts, business for self, recent immigrants etc.
  • Home Equity Lines of Credit (HELOCs), 2nd mortgages/refinancing loans
  • Tax Preparation from $25

*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.

About Me

I am a volunteer board member for the McMaster Alumni Association Finance Committee and on occasion have written a Financial column for Hamilton Mountain SNAP Magazine. I enjoy Golfing, Hockey and Reading.

I am very flexible when it comes to when and where I meet with my clients. We can meet in my office on the Hamilton Mountain or your home/office or favorite coffee shop. I will schedule meetings for evenings and weekends if required to accommodate your schedule.

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