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We’d love to hear from you — schedule your free consultation today.
CONTACT US
Schedule YourConsultation
Contact Information
140 Golden Orchard Drive | Hamilton, ON L9C 6J6
905-575-8287
Short on time?Start with a quick 15-minute call?
No pressure • Quick conversation • Book instantly
CFP® & EPC guidance • Independent advice • No obligation
Prefer to speak directly? Book a 15-minute clarity call or a 60-minute strategy session instantly — or complete the form below.
Explore the GMFSI Learning Centre
Access educational videos, practical planning resources, retirement guidance and specialized financial centres—all organized in one convenient place.
Planning & Strategy Centres
Explore GMFSI planning resources for retirement, investments, insurance, group benefits, estate planning, government benefits, and financial decision-making.
A personalized 60-minute planning conversation to review your goals, identify opportunities, and build a clearer roadmap for your financial future.
Why Choose a Strategy Session?
Go beyond quick answers. Get a comprehensive conversation focused on your life, your goals, and your next steps.
Holistic Perspective
We look at your full financial picture, not just one piece.
Identify Opportunities
Uncover gaps, risks, and planning opportunities you may be missing.
Personalized Strategy
Receive guidance tailored to your unique situation and priorities.
Confident Decisions
Make informed choices with clarity and support you can trust.
What We’ll Cover
Every session is personalized, but here are common areas we may address.
Ready to Build Your Roadmap?
Select a convenient time to schedule your 60-minute strategic planning session.
Comprehensive • Confidential • Personalized
No obligation. Just clarity.
Frequently Asked Questions
💬 What is a Strategy Session?
It is a focused 60-minute conversation to review your goals, current situation, and planning opportunities.
👤 Who is this session for?
It is ideal for individuals, families, professionals, retirees, and business owners who want a deeper planning conversation.
📌 Is there a cost?
This can be used as an introductory strategic planning conversation. You can decide next steps after the session.
📝 How should I prepare?
Bring your questions, goals, concerns, and any key financial details you would like to discuss.
What Happens Next?
A simple, guided process from start to finish.
Schedule
Choose a time that works best for you.
Consultation
Meet for a focused 60-minute strategy session.
Strategy Plan
Receive personalized direction and recommendations.
Take Action
Move forward at your pace with support.
Ready to Start?
Take the first step toward a clearer financial future. No obligation — just thoughtful advice tailored to you.
Protect • Grow • Preserve
Guiding Your Financial Journey with Trust & Clarity.
Not Sure Which Financial Decision Comes Next?
Before purchasing a product or making a major financial move, take a moment to review the bigger picture. Insurance, investments, retirement planning, employee benefits, cash flow, and tax efficiency often work together.
Start My Financial Checkpoint →Turn Questions Into Clarity
Explore retirement scenarios, investment growth opportunities, debt repayment strategies, insurance planning ideas, corporate cash analysis, and more.
Need a more structured financial plan?
Skip the quick enquiry and complete our detailed financial intake for more tailored guidance on investments, retirement planning, and long-term strategy.
Not sure whether your group benefits renewal is competitive?
Review your renewal position, claims usage trends, and pricing strategy — or request a personalized review before you renew.
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.
Green Mountain Financial Services Inc. Hamilton, ON, Canada
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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.
Know Where You Stand Before You Retire
Estimate your CPP, OAS, GIS, retirement income, and potential income gap in just a few minutes. Receive a personalized Retirement Readiness Score with practical next steps to help you retire with confidence.
Start My Retirement Income Estimate →What Could Your Savings Provide in Retirement?
Explore how your current savings, ongoing contributions, investment return and retirement timeline may shape your future portfolio and potential retirement income.
- ✓ Project your future savings
- ✓ Estimate retirement income
- ✓ Compare inflation-adjusted values
Gain confidence before making
your next financial decision.
Whether you’re planning for retirement, investing for the future, protecting your family, or simply looking for greater financial clarity, every successful plan begins with one conversation.
Choose how you’d like to get started:
Start With Your Financial Wellness Snapshot
Answer a few focused questions and receive an educational snapshot of your financial readiness across protection, retirement, investments, cash flow, estate planning and tax planning.
- ✓ Personalized score
- ✓ Suggested focus areas
- ✓ Confidential and educational
- ✓ No obligation
Your Financial Starting Point
Complete the assessment in just a few minutes.
Start My Wellness CheckSee Your Financial Future Before You Retire
Retirement planning is about more than reaching a savings target. Explore the kinds of personalized projections that can bring your retirement income, investments, taxes, CPP, OAS, real estate, insurance and estate objectives together in one coordinated picture.
Start on This Page
Discover how coordinated financial planning can help bring greater clarity to your retirement decisions.
Explore Retirement Projections
See examples of the income, taxation, cash-flow, net-worth and estate projections that may be considered.
Visit the Financial Planning Centre
Learn how retirement planning fits within a broader, coordinated financial strategy.
Begin With a Clarity Session
Discuss your goals, questions and priorities during a no-obligation 15-Minute Clarity Session.
Planning & Strategy Centres
Explore GMFSI planning resources for retirement, investments, insurance, group benefits, estate planning, government benefits, and financial decision-making.
Choose Your Planning Journey
Select the planning area that best matches your current needs and begin with a focused, confidential assessment.
Every form is interactive, confidential, and followed by a personalized review from Green Mountain Financial Services Inc.
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