About Us
With decades of expertise in insurance, investments, group benefits, and financial planning, we are dedicated to guiding individuals, families, and businesses toward clarity and confidence.
Independent, Multi-Carrier Advice You Can Trust
Green Mountain Financial Services Inc. (GMFSI) is an independent brokerage helping individuals, families, and businesses across Canada with insurance, investments, retirement planning, and group benefits. With CFP® and EPC designations and 20+ years of experience, we deliver personalized strategies with clarity and confidence.
Holistic planning across life, disability & critical illness insurance, investment portfolios, retirement income design, and group employee benefits.
Multi-carrier access (Sun Life, Manulife, Canada Life, iA, Empire Life, Desjardins and more) so recommendations are tailored to your goals, not one provider.
Rated 5.0★ on Google. Read reviews or write a review.
Our Mission
To empower Canadians with clear, unbiased advice and tailored solutions that protect today and grow tomorrow—delivered with professionalism, transparency, and care.
Our Vision
To be your trusted lifelong partner for financial wellness—combining planning discipline with flexible, real-world guidance as your needs evolve.
Who We Serve
What We Offer
Insurance Planning
Life, disability & critical illness coverage aligned to your cash-flow and risks. Start a quote.
Investments & Portfolios
Goal-based investment strategies and coaching. See tools & insights.
Group Benefits
Plan design, marketing, renewal negotiation, and employee education. Explore benefits.
Reviews & Social Proof
We’re grateful for our client feedback. You can read all reviews on Google or share your experience.
Frequently Asked Questions
Are you tied to any one provider?
No. GMFSI is independent and works with multiple leading carriers (e.g., Sun Life, Manulife, Canada Life, iA, Empire Life, Desjardins) to design solutions that fit your goals and budget.
Do you offer virtual meetings across Canada?
Yes. We serve clients across Canada and provide flexible virtual consultations. Book a call.
How do you get paid?
For insurance, advisors are typically compensated by the carrier; for investments and planning, fees may apply depending on the engagement. We disclose all compensation and conflicts of interest.
Can you review my current policies or group plan?
Absolutely. We’ll audit your coverage and costs, identify gaps, and compare options. Request a review.
Where can I learn more before booking?
Visit Tools & Insights for calculators and guides, and read our article on why comprehensive planning matters in 2025.
Next Step
Let’s map your goals to a clear plan
Answer a few quick questions and we’ll tailor options for you.
Advisor’s Insight
“Financial confidence begins with clarity — not complexity. Let’s make your plan simple, smart, and stress-free.”
Advisor’s Insight
“Your financial strategy should grow with you — not against you. We’ll align every decision with your goals, values, and future.”
Green Mountain Financial Services Inc. Hamilton, ON, Canada
Copiedour mission
At Green Mountain Financial Services Inc., we prioritize your financial well-being by offering tailored group benefits, strategic financial planning, investment management, retirement solutions, and risk management services. With over 20 years of experience in the industry, we are committed to providing innovative strategies and personalized guidance to help individuals, families, and businesses achieve financial security.
To empower individuals, families, and businesses by providing expert financial planning and tailored solutions that ensure long-term financial security and success.
our Vision
The vision of GMFSI revolves around becoming a leading provider of comprehensive, personalized financial planning solutions. Our goal is to ensure long-term financial stability for individuals, families, and businesses, all while adapting to the evolving needs of their clients.
To be the trusted partner in financial planning, empowering individuals, families, and businesses to achieve financial independence and peace of mind through innovative, tailored solutions.
Values
our Values
Tailored Expertise
Every client’s needs are unique, and we provide customized solutions that align with your financial goals. Whether you’re an individual planning for retirement or a business looking to enhance employee satisfaction, we’ve got you covered.
Trusted Professionals
With certifications like CFP, EPC, LLQP, and over 20 years of experience, we bring proven expertise and a strong track record to the table.
Comprehensive Services
Our holistic approach means you can address all your financial planning, insurance, and investment needs in one place.
Client-Centered Approach
We prioritize building long-term relationships based on trust, transparency, and delivering results that matter to you.
Convenience and Accessibility
With flexible scheduling and a user-friendly approach, we make financial planning easier and stress-free.
Empowering Education
We take the time to explain your options clearly, empowering you to make informed decisions about your financial future.
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