About us

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Begin your journey toward financial confidence and success with us. Our team of experts provides a wide range of financial services whether you’re planning for retirement, protecting your family’s future, growing your wealth, or running a business, we’re here to guide you every step of the way.

We envision a future where every Niagara, Hamilton, and Halton family experiences financial confidence—not just security—through relationships built on clarity, not complexity. Your goals are our mission. Let’s build a brighter financial future together.

Guiding Families and Businesses to Financial Freedom Since 1995.

Sykora Financial specialize in helping businesses and incorporated professionals achieve their financial goals. With Greg Sykora’s expertise and dedication, we guide Canadians seeking expert financial guidance and exceptional service.

Our mission is to provide personalized, transparent, and results-driven financial planning.

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Real Stories,
Real Success

Our clients are at the heart of everything we do.

Here's what they have to say about the difference our financial services have made in their lives and businesses.

"I have used Sykora for over 20 years now. What I like is the personal and professional service and now the monthly newsletter that keeps me informed and up to date on the market."

Barry M. Robbins

President - Robbins Towing

"Recently, the company added an advisor, Greg Sykora and we have been very impressed with his knowledge and hospitable nature."

T&L Nugent

L Nugent - M.O MSc. Osteopathic Manual Practitioner

"The Sykora Financial team have looked after my family for over 20 years. They have a high level of expertise and have worked with my tax and legal professionals to create very effective integrated solutions involving investment and estate planning."

John Langerak

Retired – Former Owner + President of OskamSteel

"Greg has been a consistent wealth of knowledge for all my financial portfolios. Greg has the rare ability to explain complex economic matters in a manner that is easily understood and specifically related to my financial goals."

Gary Borges

Officer - City of Toronto

"I have personally and corporately worked with Sykora Financial for 30 years. The team at Sykora have successfully managed our Employee Benefits, Group Retirement Savings Plan and implemented personal and corp Life Insurance for estate planning."

Gordon Sheehan

Brokerlink Broker

"I have worked with Sykora Financial Strategies for 30 years. The Sykora team have provided valuable guidance with my personal and corporate investments as well as my estate."

Dr. Mike Nagel

Doctor - Michael Nagel Medicine

Exclusive Benefits for Sykora Clientele

How we deliver exceptional value to our clients

Comprehensive Financial Solutions

Investment management, retirement planning, tax optimization, estate planning, and insurance strategies—all under one roof.

Tailored Wealth Strategies

Customized financial plans for business owners, high-net-worth individuals, and retirees.

Expert Guidance

Greg Sykora's expertise as a CFP®, CIM®, and FCSI® ensures professional advice.

Tax Efficiency

Strategies to minimize taxes including corporate structuring and income splitting.

Business Owner Focus

Succession planning, key person insurance, and corporate asset leveraging.

Local Expertise

Strategies tailored to Ontario's Niagara, Hamilton, and Halton regions.

Transparent Fees

Clear, competitive pricing with no hidden costs.

Ongoing Support

Regular reviews to keep your plan aligned with your goals.

Network of Professionals

Access to trusted lawyers, accountants, and specialists.

Client-First Commitment

Long-term relationships built on trust and transparency.

Our team of experts provides a wide range of financial services
that help you climb toward retirement security, tax efficiency, and legacy protection.

Greg Sykora, CFP®, CIWM, FCSI®, CIM®

Greg Sykora

CFP®, CIWM, FCSI®, CIM®

Greg’s strategic insight and personal experience empower business owners to protect wealth, grow efficiently, and retire with confidence.

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Lorraine MacNeil-Morgan, Group Benefits Analyst

Lorraine MacNeil-Morgan

Group Benefits Analyst

Lorraine’s dedication to personalized service and deep industry knowledge has shaped lasting partnerships and elevated our client experience.

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Cathy Black, Licensed Associate

Cathy Black

Licensed Associate

Cathy’s expertise, dedication, and client-first approach ensure smooth operations and exceptional service at Sykora Financial.

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Melanie Anderson, Licensed Associate

Melanie Anderson

Licensed Associate

Melanie’s warmth, expertise, and dedication ensure that every interaction with Sykora Financial is welcoming, efficient, and client-focused.

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