Certified Financial Planner Video

 

Build Your Financial Plan with a CFP® Professional

About Thomas Venner (CFP®,CEA)

Retirement Planning

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Do you need help figuring out how much retirement income you will be able to generate with your current savings, CPP, OAS and pension? Is your current plan sufficient to reach your goals?

Retirement Income Planning

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Do you want to generate reliable income in retirement, ensure you will not run out of money, minimize taxes and/or maximize the value of the estate you leave behind?

I can provide Fee Only Planning Advice

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If you are interested in getting advice without product pitches from a Certified Financial Planner please call 905-512-2311 today!

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Contact Us

Send me your contact information and questions.

Call me to discuss your Financial Planning requirements and arrange a free preliminary consultation.

Serving Ancaster, Dundas, Stoney Creek, Hamilton, Oakville, Milton, Burlington, Grimsby,  Brantford, Guelph, St Catherines, Caledonia, Mississagua, London, Niagra Falls

Thomas J Venner (CFP®,CEA): Fee Based & Fee For Service Only Financial Planning

608 Upper Sherman Ave, Hamilton, ON L8V3M2

(905) 512-2311

Hours

Mon.

09:00 a.m. – 09:00 p.m.

Tue.

09:00 a.m. – 09:00 p.m.

Wed.

09:00 a.m. – 09:00 p.m.

Thu.

09:00 a.m. – 09:00 p.m.

Fri.

09:00 a.m. – 09:00 p.m.

Sat.

By Appointment

Sun.

By Appointment

Will meet in your home, my office or any other location that's convenient for you (Starbucks, Tim Hortons etc.)