Cooper Wealth Management
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.
Charles Cook
Walter Harmidarow
Trevor Cooper
Larry Maxwell
W. Frank Cooper
Jeff Gray
Amanda De Groote
Rachel Cooper
Danny Campbell
Pamela Townsend
Maddy Bodden
Karen Charlesworth
Stephanie Fletcher
Holly Kelly
Erica Vukovich
Anna Viola
Approach
Tried, true, and tailored
At Cooper Wealth Management we take the time to get to know you, your needs, and your risk tolerance. With that information we custom build a solution to meet individual investment objectives and financial goals for you, your family, and your business.
Investment management
Our disciplined investment management approach focuses on cash flow, diversification, and risk minimization. We use our collective investment experience of over 100 years to tailor an investment solution to suit your unique needs and preferences. One unique feature of our investment management process is our covered call options program. The call program helps to provide enhanced cash flow, active investment management, and sale price discipline.
Enhanced cash flow
The cash generated from the option contract premium is immediately credited to your account.
Active investment management
We believe in a hands-on approach, where you as the client have direct access to discuss your preferences and investment objectives with the portfolio manager directly.
Sale price discipline
Each option contract has set target price which allows us to continually review and rebalance the portfolio to take advantage of market opportunities when they present themselves.
Wealth management
Through our in-depth discovery process, we uncover what’s important to you and ensure all aspects of your financial life are safe, secure, and prospering, connecting you to members of our own experienced team – and our world-class RBC partners – every step of the way.
Financial planning
We’ll help you lay the foundation for your future success by uncovering your short- and long-term goals and by designing a tailored financial plan to help you achieve them.
Wills & estate planning
We’ll empower you to leave a legacy you’re proud of by ensuring you retain more of your assets, protect your estate, and ensure the efficient and effective transfer of wealth to future generations.
Business owner planning
We’ll support you at any stage in the life cycle of your business, from managing your business assets and considering tax efficiencies to mitigating risk and preparing for business succession.
Community involvement
Dedicating ourselves to giving back
We are deeply committed to the communities in which we live and work. We consider ourselves fortunate to give back through our time and resources to a range of organizations, charities, and foundations.
Alzheimer Society of Niagara
Providing specialized counselling services to mitigate the risk of Alzheimer’s disease along with an array of programs aimed at educating people living with dementia.
Hospice Niagara
Helping alleviate suffering, provide comfort, and improve quality of life for people with terminal illnesses and those who help care for them.
Niagara Community Foundation
Connecting donors to causes and communities to resources through endowment, empowerment, and a commitment to excellence.
Niagara Children’s Centre
Empowering children with physical, developmental, and communicative delays or disabilities to reach their potential through therapeutic support.
Wise Guys Charity Fund
Committed to raising awareness and financial support for local causes in Niagara and improving the quality of life in our community.
Big Brothers Big Sisters
Matching trained adult mentors to young people facing adversity in order to help them develop into healthy individuals that are able to overcome life’s challenges.
YWCA Niagara Region
Providing emergency shelter, food, and assistance to women and their families living in poverty in the Niagara Region.
Brock University
Located in the historic Niagara region, Brock University is one of Canada’s top post-secondary institutions with more than 19,000 students across seven diverse faculties.
Ronald McDonald House
Supporting families and their children by helping them access the medical care and resources they need to improve their health.
RBC Charitable Gift Program
Discover how to easily support charitable causes that are important to you with tax-smart advantages.
Our recent donation
Our very own Walter Harmidarow is proud to donate $10,000, matched by the RBC Foundation, to the Alzheimer Society of Niagara Region.
Thoughts on the Market
Cooper Wealth Management's Current Market Perspective
Timely insights and context to help you navigate changing market conditions with clarity and confidence.
March 2026
The Winter of Discontent
It has been a difficult winter on a number of fronts. Record cold temperatures kept us indoors. Changing politics kept us off guard and the market has been moody at best, one day up then one day down regardless of good or bad news. There are a lot of topics that need discussion so we will review the broader markets, and we will see where we can avoid the cold and find some sunshine.
December 2025
Picks and Shovels
The current gold rush in the investing world is the battle to win the artificial intelligence race. The pot of gold for the eventual winner(s) is beyond calculation.
November 2025
My Favourite Season
Fall is upon us, to the delight of nature lovers and North American sports fans. You can enjoy a drive to see the fall colours and watch baseball, basketball, football and hockey in the same weekend. It is also the time of our favourite season of all: third quarter US earnings season.
October 2025
The first cut is the deepest...Except for interest rates
Cat Stevens’ emotional ballad is about lost love, but one thing remains true as it relates to the stock market: investors love interest rate cuts. So why is the first cut important? One interest rate cut does not make a trend as it is only a simple data point. However, if more interest rate cuts happen, a trend begins, and the market gains momentum. This month, we will focus on North American interest rates and their projected impact on both the market and the economy.
August 2025
Doomscrolling for Optimists
If you have viewed social media, this has happened to you: you read an article on a topic of interest, and it raises a concern. An hour and 20 articles later, your level of concern has grown as you find several different opinions on the same topic. This is known as doomscrolling, and if you’re not careful, it can negatively influence how you process information and make decisions, particularly around investing. Our goal with this article is to help people move from being readers to researchers and separate facts from opinions.
RBC Insights
Client resources
Tools and guides to simplify your financial life
We encourage you to explore the documents below on a range of relevant financial topics. For any questions or additional support, please contact us directly and we’d be happy to help.
Helpful tools
Educational guides
Family wealth guide
Explore 10 strategies to help you protect your assets, reduce taxes, and plan for retirement.
Business owner’s guide
Review 10 key decisions to help you plan ahead and protect the business you’ve built.
Estate planning guide
Plan for tomorrow today by learning how to leave a lasting legacy for your family.
Tax reporting guide
Prepare for your annual tax return with important dates and required tax information.
DS statement guide
Learn how to read and understand your RBC statements and activity page(s).
Financial planning facts
Discover TFSA contribution limits, RRSP deduction limits, and other handy facts.
Build your wealth. Achieve your goals. Leave a legacy.
Email:cooperwealth@rbc.com
Phone:905-546-5252