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Green Mountain Financial Services Inc.

CONTACT US

We’d love to hear from you — schedule your free consultation today.

CONTACT US

Contact Information

140 Golden Orchard Drive | Hamilton, ON L9C 6J6

905-575-8287

Prefer to speak directly? Book a 15-minute clarity call or a 60-minute strategy session instantly — or complete the form below.

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Green Mountain Financial Services Inc. – Hamilton, Ontario
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GROUP BENEFITS INSIGHTS FOR CANADIAN BUSINESSES

Smarter Group Benefits Strategies for Business Owners

Receive practical updates on renewals, cost-control strategies, plan design ideas and employee benefits trends to help you make informed decisions for your business.

Why subscribe to Group Benefits updates?

This is designed for business owners, office managers, HR teams and decision-makers who want a clearer view of their employee benefits options, renewal strategy and long-term plan sustainability.

Renewal Strategy
Insights to help you prepare ahead of renewal and avoid unnecessary surprises.
Cost Control
Practical ways to manage plan costs without automatically reducing value.
Plan Design Ideas
Updates on structure, coverage balance and design considerations for growing teams.
Market Perspective
Helpful commentary on employee benefits trends, insurer options and planning considerations.
Trusted guidance for employers
  • Independent advice with access to multiple group benefits markets
  • Practical guidance for small and mid-sized businesses
  • Focused on balancing cost, coverage and long-term sustainability
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Join the Group Benefits Prospects list to receive immediate and ongoing insights from Green Mountain Financial Services Inc.

Ideal for employers reviewing renewals, cost trends, coverage strategy and plan sustainability.

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If you are already reviewing your current plan, you can take one of these direct actions.

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After subscribing, you’ll receive immediate and ongoing Group Benefits insights designed to help you plan more confidently and review your options with greater clarity.

Immediate Access
Your MailerMojo automation can begin right away with your first Group Benefits email.
Ongoing Insights
Receive relevant updates on renewal strategy, cost awareness and employee benefits planning.
Optional Review
When you are ready, you can book a strategy call or request a proposal for your current plan.
Google Reviews
★★★★★ 5.0 / 5 from 4 reviews
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Your Trusted Partner in Insurance, Investments & Group Benefits
Book a Free Consultation

Contact Green Mountain Financial Services Inc.

We’d love to hear from you. Whether you’re exploring insurance, investments, or group benefits, or you’d like a free consultation, our team is here to help you take the next confident step.

Contact Information

Address: 140 Golden Orchard Drive, Hamilton, ON L9C 6J6

Phone: 905-921-9962
Fax: 905-575-8287

Email: info@gmfsi.ca
Advisor: mshukla@gmfsi.ca

Business Hours:
Monday–Friday: 9:00 AM – 5:00 PM
Saturday & Sunday: By Appointment

Why Clients Choose GMFSI

  • 20 + years of industry experience
  • Certified Financial Planner (CFP®) and Elder Planning Counsellor (EPC)
  • Independent & multi-carrier advice across Canada
  • Personalized insurance, investment and retirement solutions

See what clients say on Google Reviews or explore our Testimonials.

Partners & Carriers We Work With

We’re proudly contracted with multiple leading insurers and investment carriers including Sun Life, Manulife, Canada Life, Desjardins, iA Financial, Empire Life and more. This ensures we can compare plans objectively and negotiate the best value for you.

Frequently Asked Questions

Do you serve clients outside Hamilton?

Yes — we work with individuals and businesses across Canada via virtual meetings and secure online tools.

Is there a fee for the initial consultation?

No, your first consultation is completely free and without obligation. Book a call today.

What should I bring to my meeting?

Bring any existing insurance policies, investment statements, and a summary of your goals so we can personalize our recommendations.

Do you offer in-person appointments?

Yes — by appointment at our Hamilton office at 140 Golden Orchard Drive, or virtually via Zoom for clients nationwide.

Can you help compare my current coverage or group plan?

Absolutely. We’ll review your current coverage and provide side-by-side comparisons with top insurers. Request a review.

Let’s Start Your Plan Today

Ready to move forward? Complete our short form below to book your consultation and discover your options for insurance, investments, and benefits.

Stay informed with practical financial planning insights for Canadians

Helpful updates on retirement planning, insurance strategies, investments and group benefits for individuals, families and business owners.

Receive practical insights designed to help you plan smarter, protect your future, and retire more confidently.

Partners & Carriers We Work With

Independent access to multiple leading insurers across Canada.

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