Guiding Your Financial Journey with Trust & Clarity
We help individuals, families, and businesses protect and grow wealth with tailored strategies in insurance, investments, and group benefits. 20+ years of expertise. Transparent, objective advice.
Trusted Partners
WHAT MAKES US SPECIAL
Data-driven advice, transparent fees, and solutions tailored to your goals.
About Green Mountain Financial Services Inc.
Independent, client-first advice across insurance, investments, group benefits, and retirement planning. We simplify decisions and tailor strategies for individuals, families, and businesses.
- CFP®Certified Financial Planner
- EPCElder Planning Counsellor
- 20+ YearsInsurance & Investments
- IndependentMulti-insurer brokerage
- Healthcare InsightMD background
- Group BenefitsSMBs & growing teams
How We Work
Simple, structured, and transparent—from first conversation to ongoing reviews.
1) Discover
Clarify goals, priorities, cashflow, risk profile, and timelines.
2) Design
Compare options across leading insurers/investments; build your plan.
3) Implement
Paperwork handled end-to-end with clear next steps and timelines.
4) Review
Check in regularly; adjust as life and markets change.
What Clients Say
“Clear options, no pressure, and we finally understand our coverage.”
“They restructured our group plan and cut waste without cutting value.”
“Thoughtful retirement plan with the right risk at the right time.”
Ready when you are.
Independent, client-first advice—with clear next steps.
What We Do
Insurance Planning
Life • Disability • Critical Illness • Health & Dental • Travel
Investment Planning
RRSP • TFSA • RESP • Seg Funds • Non-Registered
Retirement Planning
Income projections • RRSP/RRIF strategy • Tax-aware withdrawals
Group Benefits
Health • Dental • LTD • Life • EAP • HSAs • ASO
Professional Standards & Resources
Green Mountain Financial Services Inc. aligns with leading Canadian professional bodies and insurers to ensure clients receive regulated, transparent, and expert financial guidance.
- FP Canada – Certified Financial Planner® standards
- Canadian Life and Health Insurance Association (CLHIA)
- Government of Canada – CPP & Retirement Benefits
- Major insurer partners: Canada Life, Manulife, Desjardins, Empire Life, iA Financial Group.
Frequently Asked Questions
What does a Financial Advisor in Hamilton, Ontario do?
We coordinate insurance, investment, and retirement strategies so your plan is simple, tax-aware, and built for long-term security.
Do you work with multiple insurers and fund providers?
Yes. GMFSI is an independent, multi-carrier brokerage—allowing objective comparisons across Canada Life, Manulife, Desjardins, Empire Life, iA Financial, and more.
How do I get started?
Schedule a complimentary consultation to discuss your goals and next steps. Book a Free Consultation →
Serving clients across Hamilton and Ontario • CFP® | EPC | Independent • Contact Us
Insurance Solutions
Protect what matters most with comprehensive insurance plans, including life, disability, and critical illness coverage.
Investment Planning
Achieve your financial goals with personalized investment strategies designed to grow your wealth.
Group Benefits
Enhance employee satisfaction and retention with customized group benefits plans that align with your organization’s objectives.
ABOUT US
Why Choose Us?
At Green Mountain Financial Services Inc., we do more than offer products — we build lasting partnerships based on integrity, personalized service, and expert guidance. With over 20 years of experience, industry certifications like CFP® and EPC, and a client-first philosophy, we provide thoughtful solutions tailored to your unique needs.
Discover how our independent approach gives you the clarity, control, and confidence to move forward financially — today and for years to come.
- Experienced professionals with certifications like CFP, EPC, LLQP, and more.
- A client-first approach, delivering personalized and holistic financial solutions.
- A strong track record of trust and success in the insurance and investment sectors.
Insurance
Insurance & Quotes
We provide comprehensive insurance coverage for individuals, families, and businesses, including:
- Life Insurance (Term, Permanent, Participating, Universal)
- Disability & Critical Illness Insurance
- Health & Dental Plans (Individual & Group)
- Travel Insurance
- Annuities & Pension Plans
OUR SERVICES
Our Services
Insurance Solutions
Protect what matters most with comprehensive insurance plans, including life, disability, and critical illness coverage.
Investment Planning
Achieve your financial goals with personalized investment strategies designed to grow your wealth.
Group Benefits
Enhance employee satisfaction and retention with customized group benefits plans that align with your organization’s objectives.
Retirement Planning
Prepare for the future with expert guidance to build a sustainable retirement income strategy.
Financial Wellness
Achieve peace of mind with expert tools and advice to improve your financial health. At Green Mountain Financial Services, we’re dedicated to guiding you every step of the way.
EXPERIENCE YOU CAN TRUST
With decades of expertise in insurance, investments, and financial planning, we provide tailored financial solutions to secure your future. Trust us to guide you with knowledge, experience, and unwavering dedication.
PERSONALIZED FINANCIAL GUIDANCE
Our expert guidance ensures strategies that align with your unique needs, empowering you to make informed financial decisions with confidence.
INDEPENDENT & CLIENT FOCUSED
Unbiased advice with access to multiple providers—ensuring the best solutions for you, not just one company’s products.
WHO WE SERVE
Individuals
Helping you secure your financial future
Families
Protecting your loved ones and building generational wealth
Businesses
Offering group benefits, insurance, and financial solutions
Testimonials
Feedback From Clients
“Working with our group benefits advisor has been a truly positive experience. Their expertise and proactive guidance have streamlined our benefits planning.”
John Smith
Client
“The financial consultants at this firm are not just experts in their field; they are also genuinely caring professionals.”
Daniel Brown
Client
“Efficient and reliable financial consultants! Their expertise in personal tax planning allowed me to claim deductions I didn’t know were possible.”
Olivia Clark
Client
Green Mountain Financial Services Inc. Hamilton, ON, Canada
projects
Our Projects
faq
Here are the key elements that make your business stand out
1. Diverse Expertise Across Financial Services
- Comprehensive Solutions: Offering insurance, investments, group benefits, and retirement planning under one roof.
- Specialized Certifications & Licenses: With CFP, EPC and Advanced 3H Financial planning certifications and Full LLQP and Mutual Fund licenses demonstrates a high level of competency and credibility in financial services.
- Elder Planning Focus: With the EPC designation, you cater to an underserved demographic, addressing the specific needs of retirees and older clients.
2. Client-Centered Approach
- Tailored Strategies: Every financial plan is customized to align with the unique needs and goals of individuals, families, and businesses.
- Trusted Advisor Role: Green Mountain Financial Services inc. positions itself as a long-term partner in your clients’ financial journeys, not just a service provider.
- Education and Empowerment: Simplifying complex financial concepts to empower clients to make informed decisions.
3. Deep Industry Experience
- Over 20 years of experience in insurance, investments, and group benefits gives them an unparalleled understanding of the industry.
- Proven success with both individual and group clients, showcasing versatility and adaptability.
- A track record of working with top-tier financial institutions and managing diverse portfolios.
4. Small Business and Entrepreneurial Support
- Green Mountain Financial Services Inc. offer customized group benefit plans for small to medium-sized businesses, a crucial need in today’s competitive hiring environment.
- Green Mountain Financial Services Inc. help business owners with succession planning, employee retention strategies, and tax-efficient growth solutions.
5. Local and Personal Connection
- Community Involvement: Building relationships with local businesses and individuals through meetings and other networks.
- Accessibility: As a specialized, independent firm, they provide a level of care and availability that larger organizations can’t match.
- Trust and Transparency: A boutique feel, where every client is valued, and every plan is transparent.
6. Innovation and Adaptability
- Customized Technology Solutions: Green Mountain Financial Services integrates practical, user-focused tools into their website to create a seamless client experience. From embedded booking links for virtual, phone or in-person consultation, to access to free consultation forms, educational videos, and newsletters - they make it easy for clients to engage with them on their terms. Their online "Request to Quote" feature further enhances convenience, allowing clients to explore Group Employee Benefit solutions efficiently and at their own pace.
- Forward-Thinking Vision: Continuously adapting to changes in the financial landscape to stay ahead of client needs.
7. A Unique Brand Identity
- Green Mountain Financial Services Inc.'s brand symbolizes growth, stability, and success, reflecting your commitment to helping clients achieve their financial goals.
- Green Mountain Financial Services Inc.'s branding conveys a sense of trustworthiness, professionalism, and a results-driven focus.
Contact Information
140 Golden Orchard Drive | Hamilton, ON L9C 6J6
905-575-8287
CONTACT US
Request A Free Consult Now!
Let us help you turn your financial dreams into reality. Contact us today to schedule a consultation or learn more about how we can support your goals.
Partners & Carriers We Work With
Independent access to multiple leading insurers across Canada.
Visit Assumption Life
Visit Foresters Financial
Visit Humania Assurance
Visit Canada Protection Plan
Visit Industrial Alliance
Visit Sun Life Financial
Visit Desjardins Financial Security
Visit Canada Life
Visit Empire Life
Visit RBC Insurance
Visit Equitable Life of Canada
Visit Manulife Financial
Visit Beneva Insurance
Visit Green Shield Canada
Visit Assumption Life
Visit Foresters Financial
Visit Humania Assurance
Visit Canada Protection Plan
Visit Industrial Alliance
Visit Sun Life Financial
Visit Desjardins Financial Security
Visit Canada Life
Visit Empire Life
Visit RBC Insurance
Visit Equitable Life of Canada
Visit Manulife Financial
Visit Beneva Insurance
Visit Green Shield Canada