Family Wealth Advisors
Awards don’t just happen – we’re number 1 for a reason!
Success is measured by our client’s success. Our Award-winning Team has been Nationally ranked/awarded, “Top 10 Wealth Builder of the Year” two consecutive years, and received the Consumers Choice Award for “Business Excellence” for ten consecutive years! The CBRB Canadian Business Review Board Inc. selected and approved Two Roads Financial Centre for the “CBRB Best Businesses in Canada 2022″. Locally we have been awarded, “Readers Choice Gold Award” and “CHCH Business Excellence Award”.
At Two Roads Financial Centre we help Canadians make better retirement decisions. The Two Roads’ team concentrates its expertise on developing personalized investment and tax-efficient strategies to preserve capital for our clients’ retirement and estate plans, while maximizing family income throughout retirement using effective tax planning.
Our team’s core competencies include;
- Capital Preservation
- Estate Transfers
- Wealth Management & Retirement Planning
- Pension Plans, (e.g. CPP, OAS, ArcelorMittal DOFASCO, HOOP, OMERS, etc.)
- Retirement Income Management
- Tax Preparation & Planning
- Personal insurance
Starting the conversation about money matters isn’t always easy, Get in Touch or call for a private appointment with one of our Family Wealth Advisors.
Frederick Marchildon MBA | PRINCIPAL
Frederick Marchildon MBA | PRINCIPAL
Fred Marchildon is an MBA graduate of McMaster University. He is a Retirement Income and Estate Transfer Specialist and an independent personal Financial Advisor with Investment Planning Counsel. Fred has his Life and Mutual Fund licenses.
Fred’s experience includes a long and rewarding career with ArcelorMittal Dofasco Inc. in Hamilton. He served on the Advisory Committee of the Deposit Insurance Corporation of Ontario refining best practices for financial institutions. He is a past Director on the Board of Directors of Employees of Dofasco Credit Union Ltd., the Golden Horseshoe Credit Union Ltd., and Catholic Family Services of Hamilton. Fred volunteers his free time and resources to charitable causes.
Employees of ArcelorMittal Dofasco Retirement Services
Fred’s career at ArcelorMittal Dofasco and his extensive network of contacts ensures that he is always up-to-date on issues related to their pension. He is thoroughly familiar with the company’s pension program and its myriad of components, including the Fund, Fund2, SRIP, DCPP, DPSP, and Retirement Allowance. Two Roads Inc. presents regular workshops on the ArcelorMittal Dofasco Pension Program and hundreds of employees have attended and benefited. The Two Roads Centre continues to provide practical and valuable information to assist employees with their retirement planning.
Fred has deep roots in the community and a great appreciation for the issues facing families. He has always believed that what the majority of hardworking families want is to improve the quality of life for themselves and their family. With respect to investment advice and retirement planning people want low-risk and reasonably priced solutions, honest advice and they want to work with someone they can trust. Fred delivers this every day to his clients and that’s what will continue to set Fred apart from other financial advisers.
Fred lives in Hamilton, Ontario with his wife Karen, close to their four children and grandchildren; and their ever-growing families. Fred’s interests include cars, sports and aviation; he is a seasoned pilot. As a family the Marchildon’s enjoy travelling, theatre, sports and outdoor activities.
James Marchildon | FINANCE
James Marchildon |
Senior Advisor, Tax & Life Insurance Specialist
James is a Retirement Income and Estate Transfer Specialist and an independent personal Financial Advisor. As a Senior Advisor he provides investment and estate support, insurance advice, and tax planning and preparation.
James joined the company in 2012. He attended Brock University and is a graduate of the Mohawk College McKeil School of Business Financial Services Program. James serves as a Director on the Board of the Golden Horseshoe Credit Union Ltd. He is Mutual Fund and Life licensed.
James resides in Hamilton with his wife and their young family. He keeps active in the community volunteering. In his leisure time he likes to exercise and play hockey and baseball. He enjoys traveling and spending time with family and friends.