Cooper Wealth Management

In 2001, Trevor Cooper and Walter Harmidarow joined forces as they believed a team approach combining investing, wealth management, as well as financial and estate planning was at the core of their business. With the addition of Trevor’s father, veteran advisor Frank Cooper, Cooper Wealth Management was formed and has continued to grow with a dedicated team of professionals.

Today, we are pleased to offer solutions tailored to individuals, small business owners, not-for-profit charities, and foundations. We serve our clients from two locations based out of Hamilton and St. Catharines. Our growing team and extended partners are fully equipped to provide multi-faceted wealth management solutions to help clients attain financial security for generations to come.

Trevor title=

Trevor Cooper

Senior Portfolio Manager & Wealth Advisor

Walter title=

Walter Harmidarow

Senior Portfolio Manager & Wealth Advisor

Charles title=

Charles Cook

Senior Portfolio Manager

W. Frank title=

W. Frank Cooper

Senior Portfolio Manager

Rachel title=

Rachel Cooper

Associate Advisor

Christopher E. title=

Christopher E. O'Connor

Associate Advisor

Pamela title=

Pamela Townsend

Senior Associate

Karen title=

Karen Zochil

Associate Wealth Advisor

Amanda title=

Amanda De Groote

Associate Advisor & Financial Planner

Jeff title=

Jeff Gray

Associate Portfolio Manager

Philip title=

Philip Swan

Investment Associate

Karen title=

Karen Charlesworth

Senior Associate

Stephanie title=

Stephanie Fletcher

Associate

Maddy title=

Maddy Bodden

Associate

Holly title=

Holly Kelly

Client Experience Associate

Colin title=

Colin McAmmond

Administrative Assistant