At The Hamilton Wealth Management Group, you are part of a small group of select high net worth investors who are looking for wealth management advice with a personal touch.
We believe in the importance of providing client-focused, family-oriented service that is attentive and responsive, and achieve this by restricting the size of our practice. We keep the number of clients we service deliberately small so we can offer the personalized attention we believe our clients expect – and deserve.
In short, we treat your family as an extension of our family.
Forging bonds that last
Our team is proud of the strength and depth of the relationships we develop with our clients. We focus on each client as an individual and work hard to learn about their family situation, to uncover their specific financial goals, and to help them articulate their estate planning and business succession needs. By working in collaboration with TD specialists, the team then develops customized investment strategies that reflect those objectives and can help clients create and preserve wealth for the next generation.
Throughout, we maintain a level of communication that we think truly sets us apart. By intentionally limiting the number of clients we serve, we can dedicate more time to each client. We stay in touch with clients on a regular basis and are committed to ongoing dialogue and responsiveness.
We believe you’ll notice the difference.
Managing risk and volatility
At The Hamilton Wealth Management Group, we believe that asset allocation is the most critical aspect of investment management. Once we have a clear understanding of your investment objectives, we concentrate on identifying the asset allocation that can help you reach your goals while respecting your tolerance for risk and helping your portfolio to weather the inevitable storms of the financial markets. Our commitment is to guide you through these storms by adhering to the investment process that we put in place after our discovery exercise.
Our team also strives to manage risk and lower volatility through diversification and alternative strategies. We use uncorrelated assets, ETFs and hedge funds to help diversify risk and protect against volatility. We make a point of explaining to our clients the risk level associated with every asset class; that way, we believe we can help to manage their emotions when the markets are volatile.
The benefits of discretionary investing
Through The Hamilton Wealth Management Group, clients can access discretionary investing – an option that leaves the daily investment decision-making to us, so you’re free to focus on your other priorities. In exchange for one transparent, asset-based cost, we can drive your portfolio’s long-term objectives, responding nimbly to sudden opportunities and risks. Our strategy is guided by the customized wealth management plan we develop; it is based on your objectives and financial situation and sets out the asset allocation and diversification of your portfolio.
At The Hamilton Wealth Management Group, we manage our own Canadian and U.S. equity portfolios that we include in both our discretionary and non-discretionary portfolios.
Comprehensive financial solutions
We are dedicated to providing wealth management tailored to your specific objectives and personal financial circumstances. Through our client-focused approach, we can leverage our close relationships with a broad network of specialists who can assist with the development of a variety of solutions, depending on your needs. In collaboration with other specialists, we can assist with crafting the wealth preservation, insurance, estate planning and business succession strategies that are most relevant to your family’s situation.
The Hamilton Wealth Management Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc., which is a subsidiary of The Toronto-Dominion Bank.