Jeffrey Holk, Investment Advisor,Hamilton, ON

Phone

Office

Office Location

100 King St. W., Suite 500 Hamilton, ON L8P 1A2. map

LeanIn Wealth Management

Our team is committed to empowering women with the right information and advice so they can feel confident when making decisions that affect their financial picture and life goals.

In investing, there is often a gap between promise and performance. If that has been your experience, I can offer a compelling alternative. Clear objectives. Long-term planning. Disciplined execution. Sustained effort. These are a few of the principles I practice. They work. The difference is I practice these principles with a focus on wealth goals and retirement planning (which is really life planning, isn't it?) for women. The female investor is vastly under-served in traditional financial strategies - my quest is to change that.

Today only 31 per cent of Canadian women have a financial plan and, moreover, many women are not confident about their financial literacy, despite the fact that they influence close to $1.3 trillion in the economy*. Even after becoming established in life and career, women may face some tough issues, personally and financially:

How do I balance home and work?
How to be single and still live the dream?
How can I rebuild my wealth after a seperation?
How do I cope with all this stress?

We are here to help you - each step of the way. To learn more, check out our Finances and the Single Woman series:

Ready to Take on the World
Unleash Your Super Powers

*Population by sex and age group, 2016, Statistics Canada, Nov. 2, 2016, accessed September 28, 2016, statcan.gc.ca/tables-tableaux/sum-som/l01/cst01/demo10a-eng.htm. Population by marital status and sex, 2016, Statistics Canada, Nov. 2, 2016, accessed April 24, 2016, statcan. gc.ca/tables-tableaux/sum-som/l01/cst01/famil01-eng.htm.

Phone

Fax

(905) 528-6897

Branch Phone

(905) 528-4220

Branch Fax

(905) 528-6897

Languages

English

Education

McMaster University

Our Approach

Crystal-clear objectives, steadfast long-term planning, unwavering discipline, and relentless effort. Because let’s face it: managing wealth is not just about money; it’s about sculpting the life you envision.

Our commitment is clear: empower clients like you with not just information, but strategy, confidence, and a personalized plan that aligns with your life's ambitions and complexities. We understand that financial decisions are life decisions, and we approach them with the gravity and respect they deserve.

Why Settle for Less When You Can Lean In?

Many wealth management firms promise the moon but falter in their follow-through. If this echoes your experience, it’s time to explore a more promising alternative. We are different. How? Through clear, concise objectives; long-term, gender-sensitive planning; meticulous, disciplined execution; and consistent, unwavering effort. Why? Because we understand that retirement planning isn’t just about the finances; it's about crafting the life you envision.

Specialized Planning

Despite women controlling nearly $1.3 trillion in the Canadian economy, only 31% have a financial plan. Many feel unsure about their financial literacy yet face critical financial decisions regarding work-life balance, living joyously as an independent woman, rebuilding wealth post-separation, and managing stress effectively.¹
LGBTQI+ people were more likely to report negative emotions about their finances than positive ones. Roughly twice as many LGBTQI+ people as non-LGBTQI+ people reported feeling anxious (46% vs. 23%), overwhelmed (41% vs. 22%), and depressed (32% vs. 16%) about their finances.²
More than one in ten LGBTQI+ people in the survey (11%) said they had faced discrimination specifically in banking or financial services.²

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

LGBTQ2+

LeanIn to Your Financial Future

Are you ready to redefine your financial destiny? Join us at LeanIn Wealth Management, where we strive to not just meet your financial goals — but to exceed them. LeanIn to a new era of personalized, insightful, and courageous wealth planning.

We don’t just manage assets; we nurture aspirations and build legacies. Isn’t it time your wealth management fit your vision? Let’s redefine what’s possible together. Contact us directly with no obligation to explore more and see how we can help you take control of your financial journey.