- Adam KerlingerHamiltonTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Aquino Wealth ManagementHamiltonTeam at RBC Dominion Securities
- Portfolio management and investment advice
- CANFIN Wealth ManagementHamiltonRegistration shown on its website
- Financial planning
- Portfolio management and investment advice
- Insurance
canfin.comSee profile → - Carrie L HughesHamiltonTeam at Edward Jones
- Portfolio management and investment advice
- Chris BurgessHamiltonTeam at Edward Jones
- Portfolio management and investment advice
- Colman LadouceurHamiltonTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Cook Wealth ManagementHamiltonTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Cooper Wealth ManagementHamiltonTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Daniel VidicHamiltonTeam at RBC Dominion Securities
- Portfolio management and investment advice
- David Tofano, PFPHamiltonTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Don FoxHamiltonTeam at IG Wealth Management
- Portfolio management and investment advice
5 advisors
- Registration shown on its website
- Financial planning
donfox.netSee profile → - Hamber GroupHamiltonTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Harsh K PandyaHamiltonTeam at Edward Jones
- Portfolio management and investment advice
- iA Private WealthHamiltonTeam at iA
- Financial planning
- Portfolio management and investment advice
jordanroyds.caSee profile → - IG Wealth ManagementHamiltonTeam at IG Wealth
- Financial planning
- Insurance
ig.caSee profile → - Registration shown on its website
- Financial planning
- Portfolio management and investment advice
- Insurance
eiriksson.caSee profile → - Joseph Sardo, BA, CFP, CIMHamiltonTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Lucas L OrlitaHamiltonTeam at Edward Jones
- Portfolio management and investment advice
- Monica SheppitHamiltonTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Registration shown on its website
- Insurance
providentwealth.caSee profile → - Steve GregoryHamiltonTeam at Edward Jones
- Portfolio management and investment advice
- Team at RBC Dominion Securities
- Portfolio management and investment advice
- Team at RBC Dominion Securities
- Portfolio management and investment advice
- Team at RBC Dominion Securities
- Portfolio management and investment advice
- Thomson WealthHamiltonTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Vanderburgh Private WealthHamiltonTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Walzak Family Wealth ManagementHamiltonTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Webster FinancialHamiltonRegistration shown on its website
- Financial planning
- Mutual funds
websterfinancialinc.caSee profile →
Hamilton in figures
Source: Statistics Canada, 2021 Census of Population (2020 incomes).
Wealth planning issues in Hamilton
How to reduce capital gains tax in Hamilton?
9.7% of tax filers in the Hamilton area report capital gains. Timing sales, carrying losses forward, donating securities: a schedule avoids overpaying tax.
How to pass on a home in Hamilton and limit probate?
The median dwelling value is $700,000 in Hamilton (census). Principal residence, capital gains on a second property, wills and probate: real estate dominates the estate.
Where to invest your savings in Hamilton: RRSP or TFSA?
Only 32.4% of tax filers in the Hamilton area report dividend or interest income (Statistics Canada). Much of the savings sits idle: RRSP, TFSA and diversified investments change that.
RRSP or TFSA? →Property taxes in Hamilton
Source: Ontario Financial Information Return (FIR), schedule 26: residential taxes (lower-tier, upper-tier and education) divided by taxable assessment. Ontario assessments are still based on January 1, 2016 values. All municipalities compared.
Savings and high incomes in the Hamilton area
Among people with income in the Hamilton area, in 2023:
Source: Statistics Canada, tables 11-10-0044-01 (RRSP contributors) and 11-10-0055-01 (high income tax filers, national thresholds, total income), 2023; T1 Family File, tables 11-10-0004-01, 11-10-0007-01, 11-10-0067-01 and 11-10-0070-01, 2023. Census metropolitan area or agglomeration.
Rents in the Hamilton area
Source: CMHC, Rental Market Survey, October 2025, privately initiated apartment structures of three units and over.
Frequently asked questions
How many financial advisory firms are there in Hamilton?
Advisor Index lists 29 advisory teams and firms in Hamilton, Ontario: independent firms whose website shows their registration, and teams published by the large networks in their advisor locators.
How do I check a financial advisor in Hamilton?
Look the person up in CIRO's AdvisorReport and with your provincial securities regulator, ask which credential they hold (CFP, QAFP, or a title protected by your province), and ask how they are paid: fees, commissions on products, or both.
Other cities in Ontario
- Toronto · 402
- Ottawa · 138
- North York · 114
- Burlington · 110
- Mississauga · 99
- London · 82
- Oakville · 78
- Richmond Hill · 77
- Windsor · 56
- Kanata · 53
- Waterloo · 47
- Etobicoke · 45
Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.