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Very few wealth management teams have a multigenerational story like ours. We are proud to draw on our 60-plus year history to deliver custom-tailored investment and planning solutions to help you reach your goals.
Frank Cooper establishes his first wealth management practice after graduating university.
Walter Harmidarow begins his career in financial services at another leading financial institution.
Trevor Cooper begins his career at RBC Dominion Securities.
Charles Cook joins RBC Dominion Securities after a successful career as partner in a financial software company.
Frank Cooper, Trevor Cooper, and Walter Harmidarow combine forces and establish Cooper Wealth Management.
Rachel Cooper joins RBC Dominion Securities, the third generation Cooper to do so.
Charles Cook joins Cooper Wealth Management as Senior Wealth Advisor to help lead the practice in partnership with Trevor and Walter.