DAVE HAMILTON

DAVE HAMILTON

Certified Financial Planner (CFP) 

Consultant

Investors Group Financial Services Inc.

Investors Group

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About —

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Empowering Your Financial Future with Compassion and Clarity

Dave Hamilton CFP®,RRC®, BA blends the heart of a teacher with the expertise of a seasoned financial planner to create a truly supportive and transformative experience. His unique approach fosters a safe and judgment-free space where you can openly share your deepest financial concerns and aspirations.
Dave Hamilton CFP®,RRC®, BA deeply understands your individual circumstances, values, and dreams, tailoring a financial roadmap that not only sets achievable milestones but also integrates seamlessly into your larger life vision. By valuing and respecting your unique story, we ensure that every step of your financial journey is aligned with your personal goals and life plans.
Dave Hamilton CFP®,RRC®, BA commitment extends beyond advice—he partners with the right professionals, including accountants, tax experts, lawyers, and planning specialists, to ensure you receive comprehensive and expert guidance. This collaborative approach helps you stay on track with your financial plan while adapting to any changes along the way.
Choose Dave Hamilton CFP®,RRC®, BA for a compassionate, educational, and personalized financial planning experience where your goals are our mission, and your peace of mind is our priority.

Team —

A real financial plan

Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.

general inquiries —

Suite 206 - 140 Alexander NE
Salmon Arm, BC V1E 4R3

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