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Robert Lumia

Portfolio Manager

  • CIM®
  • FCSI®

Our discovery and wealth management approach is driven by what matters most to you

  • 100 King Street West Suite 500 Hamilton, ON L8P 1A2Map

For over a decade, Robert Lumia has earned a solid reputation amongst his clients and peers as an advisor who builds solutions that match his clients' unique needs. His goal is to offer relevant and customized wealth advice designed to help his clients achieve their goals, providing solutions to individuals, families and major organizations. Robert is an acknowledged leader in various wealth disciplines and together with an integrated team of specialists, he monitors portfolios and recommends appropriate adjustments reflecting his clients' evolving needs. Having a deep understanding of your priorities is essential to developing long term relationships, and Robert is dedicated to working with you to provide solutions based on transparency and trust



Branch Office: (905) 528-4220
Branch Fax: (905) 528-6897

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.


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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

9 Things You Didn't Know About Retirement

Here are important financial, health and social facts about retirement to get you planning for the next adventure in your life.

Why you need a will

It’s not just celebrities who pass away without leaving a will – unfortunately, many Canadians do it too. Kim Parlee explains the importance of having a will and avoiding leaving your estate, heirs and even your children in limbo.

Finding the Right Financial Planner

Need help planning your finances? Here are a few helpful tips to find the right financial planner for you.

Keeping the cottage in the family

But what about keeping the cottage in the family? The cottage gift can become a financial punishment. Without some planning, leaving the cottage to your kids could mean also leaving them with a giant tax bill. TD’s Ian Lebane offers tax strategies.

Expect More Volatility Ahead

Market volatility spiked this week, with equities moving on China, the US Economy & a 10% jump in Oil Prices. But is the roller coaster ride over or are we just beginning?

Next-gen tech that could rock the world and your portfolio

AI, robotics, self-driving cars.  Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech theme that may change the world and your portfolio. 

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