I have spent the last 24 years running a successful financial planning practise in the Hamilton/Dundas region. These years have taught me the importance of listening to my clients and in giving the proper guidance and advice to help them reach their individual goals and dreams.
As a retirement specialist, I along with my team of specialist have worked with individuals, families and small business owners in developing proven plans for investing for the long term and avoiding the daily noise of current investment trends. Throughout the process, we bring a very comprehensive approach to wealth planning based on exceptionally high level of service and apply this to each unique client situation. I believe that clients should spend their time and energy focusing on the areas that they can control as it relates to their financial world and use an investment professional to help in developing that financial road map.
When designing a plan in our complex financial world, we consider the retirement, investment, tax and estate planning decisions which will ultimately help the client meet their goals. In addition, Risk Management is an integral part of each plan; this can include life, disability, critical illness and long term care insurance.
Over the years, I have conducted hundreds of workshops/seminars on various topics related to financial health and wealth with taxation being one area that seems an interest to everyone. As I like to remind people…”A dollar in your pocket is better than a dollar in theirs”
Lastly when not in the office or meeting with clients, I like to enjoy a round of golf with my wife Sue or engage in a competitive session of Pickleball. I am also avid photographer and hiker.
Insurance products available through Steven Sztricsko.