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The Hamilton Wealth Management Group

Sound investment advice built to help weather all market conditions

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.

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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.
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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.

ADDITIONAL CONTACT

Toll Free: 1(888) 361-0321
Branch Office: (416) 982-4000
Branch Fax: (416) 308-8722

Please join Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that captures our interest today, and the outlook for TDAM Portfolios.

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Meet The Team

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.

Canadian, U.S. jobs numbers disappoint, testing strength of recovery

Weak jobs reports in both Canada and the U.S. are raising questions about the strength of a post pandemic recovery. Anthony Okolie speaks with Sri Thanabalasingam, Senior Economist, TD Bank, about the results and what they mean for economic growth going forward.

TD Report: How your career can impact your investing style

A new study from TD Wealth reveals that people with volatile careers may also select riskier investments. Further, there's evidence those people may feel less satisfied with their retirement readiness. Authors Lisa Brenneman, Head of Behavioural Finance at TD Wealth, and Laura Goodyear, Research Coordinator at Behavioural Economics in Action at Rotman (BEAR), join Kim Parlee to discuss the findings and some ways investors may feel more confident about their goals.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

The Risks We Take

Who we are and how we behave can have a big impact on the financial and investing risks we take. Here are a few details from the most recent TD Wealth Behavioural Finance Industry Report, 2021 - A Behavioural Perspective on Risk (the “study”). Consider these findings the next time you talk to your advisor.

Build back better: Ottawa tables multi-billion dollar budget

Ottawa released a federal budget aimed at leading the country through the COVID-19 crisis and to a post-pandemic economic recovery. Kim Parlee speaks with James Marple,  Senior Economist, TD Bank, about the government’s plans to build the economy back.

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