Why Choose Roger

Roger Hamilton will map out options for your financial journey!

When you’re looking for personal retirement investments and insurance for your life, your health or that of your family in Nova Scotia, Roger Hamilton will map out options for your financial journey for today and tomorrow.

Maybe you’re concerned about the growth of your current investments. Will you have enough money to maintain or improve your financial situation in retirement when your income might be less. Are you worried about outliving your money? Do you have investment concerns? Stock market worries? Poor returns at the bank? Should you leave your money in or take it out?

Maybe you’ve always planned to start investing, but distractions prevented you from taking that first step. You understand that financial planning is important and you’re ready to invest now, but the options are confusing. Should you invest in RSP’s or tax-free investments? What insurance coverage should you have, term or whole life? What happens to your money if you have the living benefits critical illness insurance but never need to use it? How much should you invest in this or that?

Maybe you decided to do nothing at all, hoping things will work out somehow, but all you see is that you are growing older faster than your money is growing. There’s a better way.

Planning On Retirement

Roger will show you how planning for a happy retirement is like planning a flight to your future financial destination. You choose where you want to go, and when you want to arrive. Roger guides you through a well mapped out plan. Your plan allows stops along the way, if you wish. When you stay on track with the right plan, your hard work and money will get you to your financial destination.

Most people share similar goals, but every financial plan is customized to your individual needs, income, risk tolerance, and time line. Your plan is whatever works best for you. It’s easily adjusted as your goals, needs, time line, or income change-just as your life changes.

As the captain of your financial crew, Roger maps out your route, tracks your investments, and keeps you informed on the journey, so you can land in the destination of your choice, following your personal time line.

“I would like to welcome you and your family on board! We’ll start wherever you are in your timeline of life. Let’s plan your financial destination together today. There is no refund on lost time.”

– Roger Hamilton

If these are some of your questions or concerns, contact Roger for a free, 30-minute strategy session, so that you can book a more secure financial destination.

Call Roger at (902) 499-5879

Endorsements for Roger Hamilton

Brian Alward

“Don’t waste your time with the banks. Give Roger a call. He will direct your monies to the right investments…the best move we ever made with our investments. Give Roger and Assumption a go. You will not be disappointed.”
Alicia Willar

“When I was buying my very first car, Roger was the Business Manager who walked me through all the steps I needed to get into my brand new G5. So when I heard he was now a financial advisor, I knew he’d be the one I wanted to help me through my financial journey. Trustworthy, knowledgable, intelligent, and reliable are all words I would use to describe Roger. He made investing my money a stress-free experience.”

Rodney Spence, Software Contractor

“I have placed my money in the hands of the big banks. I always got the feeling that because I wasn’t investing a millions of dollars they were doing me a favor to let me invest my money with them. Now, with Roger, he is always attentive and personable. He will make a phone call if he sees there is something that is concerning or something that is good. He always sends out regular e-mails about your investments a real personal touch. I’ve never been happier with my financial investments and never felt safer about those investments.”
Michael Cheney, Founder of Entrepreneurs’ Advice Bureau and Financial Advisors Marketing Group

“Roger always demonstrates the highest level of professionalism, customer service and knowledge and he always puts his clients first.
He’s such a great guy and always puts you at ease with his sense of humor! What I like best about Roger is the way he explains complex ideas with simple down to earth analogies that mean his clients understand every aspect and as a result then enjoy and invest even more. Roger will always take care of you and you’ll have lots of fun in the process too.”
Tanya O’Quinn, Independent Consultant at Scentsy, Inc.

“Roger is a close friend who has worked in fiance for over 25 years. He has helped countless people grow their investments…including myself! Let him help your money grow too!!”
Carl Victor, Sales Manager, Financial Services at Assumption Life

“Roger is unique in the sea of financial advisors with regard to the particular attention he pays to portfolio management. He watches over his client’s money like a hawk. He draws on his research, the news, his conversations with market specialists, and his own personal experiences to create a very unique service model for his clients. I don’t know when the man finds time to sleep.”
Sheila Kidd, CEO at Home to Home Downsizing and Relocation Inc.

“Roger is a very detailed orientated manager and excels at everything he does. He has superb people skills and his business acumen is enhanced by a charming sense of humour. Additionally,outside his sales positions, Roger has amazing creative talents in writing and the performing arts.”
Denise Zinck, Supervisor at Government of Nova Scotia

“I have known Roger for several years and have always been impressed by his dedication to client service. His financial knowledge is exceptional as is his ability to listen as well as he can speak. That which sets him apart however is is integrity, passion for sharing his expertise and genuine respect for his clients. Having him work with and for you is informative, lucrative and always entertaining.”