Nick Hamilton, Investment Advisor

Introduction

 

Nick listens and offers custom solutions that meet your financial and personal needs. He is very proactive with his advice, always keeping you informed regularly. You will receive updates on global or domestic economic trends ahead of times.     I highly recommend Nick as a trusted advisor. He is honest, very well informed and always keeping your personal goals at the forefront.

  - A. Mayer  

Nick has been my investment advisor for the past two years. He is a great communicator, is extremely knowledgeable and instills a strong feeling of trust with clients. I have recommended Nick's services to friends and family members who have also been greatly impressed with his ability to relate well to others, along with his solid advice and understanding of investments.

- Heather C.

Building Durable Wealth

&

Funding Future Legacies

 

WHAT WE OFFER:

We offer Professional Wealth Management and Integrated Planning which is coordinated across the full spectrum of financial matters including:

  • Investment & Portfolio Management
  • Goals Based Investing
  • Tax Consulting & Optimization
  • Financial Planning
  • Retirement Income strategies
  • Protecting your Estate and Legacy
  • Insurance Needs Assessments
  • Credit & Lending (Business and Family)
 

For us it’s all about helping families grow and protect their wealth, to last them throughout retirement, and also fund a future legacy

 

WHO WE TAKE CARE OF:

We work with private investors and their families who benefit from a fully integrated wealth management approach. These include:

  • Retirees wanting to maximize their after tax retirement income with special consideration given to their earned government pension income as well as estate and legacy planning.
  • Busy Professionals who want to ensure they have a comprehensive wealth plan.
  • Business owners needing a trusted financial partner to assist them in a variety of ways including unique investment strategies and business succession or transition.

 

WHAT MAKES US DIFFERENT:

 

The families we look after choose to work with us because:

  • We focus on building trust and confidence
  • We pride ourselves in building durable portfolios
  • We believe resolutely in the importance of having a plan and managing controllable risks.
  • We collaborate and coordinate tax sensitive financial planning matters with our clients’ tax professionals
  • We utilize technical investment information and knowledge to help identify opportunities with prevailing market themes.
  • We provide access to high net worth money managers all across Canada and the U.S.

Your Lifestyle

 

Business Owners

 

What about retirement?