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

                        

Welcome

Offering Fee Based/Fee Only Financial Planning* & Advice, serving Ancaster, Burlington, Oakville, Milton, Hamilton, Grimsby, Dundas, Stoney Creek, Brantford, Guelph & Mississauga.

I am a Certified Financial Planner® and offer fee only financial planning services (complete plans or on a segmented basis*).  I am committed to providing unbiased advice and prudent strategies for managing your financial well being. My services are always tailored to your unique needs. I provide estate planning, risk management (life, health, critical illness, disability, long-term care insurance), cash flow analysis, investment planning, retirement planning, retirement income management, and tax planning in Ancaster, Hamilton, Burlington, Oakville, Milton and Grimsby, Dundas, Stoney Creek, Brantford and Guelph. I have considerable experience with mortgages which is very useful in the financial planning process. Using a fee-only* approach allows me to serve you without compromise. I can provide financial solutions that align the clients and advisors interest with an eye on lower costs and fee transparency (see Pricing Options for more information). I do not work for a bank or large investment firm so I do not benefit from recommending company specific products or a particular course of action. I have an obligation to put your best interests first, my reward is your success and referrals!

* Fee Only Financial Planning Services are provided through Financial Horizons Group.


My Commitment


I treat my clients with courtesy and integrity. I provide realistic, honest, holistic financial advice that is results oriented. My training, experience and expertise help ensure that your financial plan is on firm ground.

FPSC and the CFP marks

As a Certified Financial Planner (CFP®)I have to maintain a consistent record of continuous education and adhere to a code of ethics to maintain my status (more about the CFP® designation here).

    
See my Know Your Financial Advisor Profile here:
https://kyfa.com/advisors/73154-thomas-venner


If you live and work in Ancaster, Burlington or anywhere in the Regions of Halton, Hamilton, Brant or Niagara, give me a call @905-512-2311 or email me         ThomasVennerCFP@gmail.com.

 
Website Builder