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We believe financial planning is anything but binary. With a comprehensive wealth plan, we can prepare you for every conceivable “what if.” As we like to say, it’s our job to know the details but keep them simple enough for anyone to understand. We make it our mission to empower you with the right resources so you can take ownership of your financial life.
When you partner with the Hamber Group, you’ll benefit from our holistic, high-touch approach to wealth management. We act as a guide for you and your loved ones through your financial journey, whether it’s setting up an RESP for your children and seeing them through to post-secondary, or setting them up for success with a strong business succession plan. No matter the milestone, we’re here for you every step of the way.
What does wealth mean to you? We start with this question and use it as our guiding north star as we develop your comprehensive wealth management strategy.
We collaborate with our internal specialists to help you identify tax strategies that will protect your wealth, enhance your after-tax retirement income, and minimize your estate taxes.
We believe it’s never too early to start planning, and we’ll work with you to create your ideal retirement plan based on your desired lifestyle, savings goals, and projected income.
We’ll work with you to develop a charitable giving strategy that fulfils your philanthropic wishes and an intergenerational wealth transfer strategy that safeguards your wealth for future generations.
We have a plan to help you solve it.
