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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.
Senior Portfolio Manager & Wealth Advisor
Trevor’s focus is building multi-dimensional relationships with families that span generations and assist them with every aspect of their financial needs. Trevor creates personalized wealth plans that are tailored to each individual situation. As lead relationship manager, Trevor oversees tax planning, financial and estate planning, and provides guidance to the team. In addition to working with individual clients, Trevor has assisted various foundations and not-for-profits in achieving financial success. Trevor’s vision of developing a team to service both portfolio and wealth management needs has positioned Cooper Wealth Management to be leaders in the industry.
Walter has been long recognized as a leading portfolio manager within RBC Dominion Securities. Today he shares the role of lead relationship manager and concurrently leads the portfolio team. Walter drives the investment management strategy featuring an extensive covered call program. He oversees financial proposals and projections, ensuring that individual objectives are met. Walter exemplifies the values, knowledge, and integrity of Cooper Wealth Management.
Senior Portfolio Manager
After a successful entrepreneurial career in software development, Charles joined RBC Dominion Securities and founded his investment team in 2003. In 2022, Charles and his team joined Cooper Wealth Management, adding further depth and professional experience. Charles’ principal role is as a lead relationship manager with a focus on providing the very best advice and tailored solutions to families and business owners.
Frank Cooper has been at the forefront of innovation and change during his remarkable 60-year career in financial services. His unparalleled experience has enabled Frank to assist generations of clients meet their investment needs and create financial legacies. Frank continues as lead advisor and relationship manager for many of our clients and remains committed to providing the highest level of trusted advice and comprehensive management solutions.
Associate Advisor
Team Operations Manager
Associate Advisor & Financial Planner
Associate Portfolio Manager
Senior Associate
Associate
Client Experience Associate
