The Hamilton Wealth Management Group  is committed to putting our clients at the centre of everything we do.
It starts by listening to you, the client – not just in our first meeting, but throughout our relationship. As you move through life’s stages, your needs and goals will change. Your investment and financial strategies must change with them.
Our goal is to create stable portfolios that are designed to deliver consistent capital growth or income without taking on a level of risk that is unsuitable for a client. Each client has a target asset allocation that is a function of an individual's unique personal circumstances and their investment goals and objectives.
Clients' customized portfolios might be comprised of individual equity and fixed income securities. Clients might own Exchange Traded Funds, Mutual Funds or Alternative Investments such as Structured Notes or Hedge Funds.
Whatever an individual's circumstances, it is our responsibility – and our commitment - to create the most suitable investment solution for each and every one of our clients.
We believe that our commitment to understanding your circumstances and goals – coupled with our fact-based, no-nonsense, disciplined approach to investing and communication – forms the basis of all our success. It is also one of the reasons that we feel our clients are so comfortable recommending us to their friends and family.
1 The Hamilton Wealth Management Group consists of Rupert Hamilton, Vice President, Investment Advisor; Chad Fink, Associate Investment Advisor and David Iles, Client Service Associate. The Hamilton Wealth Management group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.