Experience a true partnership centred on your financial needs
At the Hamber Group, we understand there is an infinite number of “what if” scenarios that could keep you up at night. In working with our team, you’ll experience peace of mind knowing that we always have a plan, for both the expected and the unexpected.
Our clients can always count on us
Your financial journey with our team starts with a conversation. We take the time to listen and understand your situation, your life goals, and your risk tolerance. Then we create a clear and comprehensive financial roadmap to get you to the right destination. Whatever your wealth-related concerns are, know that you can call and someone from our team will always pick up the phone at any time, for any reason.
David Hamber
Alex Jamkodjian
Alex Pogacean
Laura D'Intino
Rebecca Wilson
Karen Zochil
Wealth planning
Take control of your financial future
We believe financial planning is anything but binary. With a comprehensive wealth plan, we can prepare you for every conceivable “what if.” As we like to say, it’s our job to know the details but keep them simple enough for anyone to understand. We make it our mission to empower you with the right resources so you can take ownership of your financial life.
When you partner with the Hamber Group, you’ll benefit from our holistic, high-touch approach to wealth management. We act as a guide for you and your loved ones through your financial journey, whether it’s setting up an RESP for your children and seeing them through to post-secondary, or setting them up for success with a strong business succession plan. No matter the milestone, we’re here for you every step of the way.
Manage your finances
What does wealth mean to you? We start with this question and use it as our guiding north star as we develop your comprehensive wealth management strategy.
Minimize your taxes
We collaborate with our internal specialists to help you identify tax strategies that will protect your wealth, enhance your after-tax retirement income, and minimize your estate taxes.
Plan for retirement
We believe it’s never too early to start planning, and we’ll work with you to create your ideal retirement plan based on your desired lifestyle, savings goals, and projected income.
Leave a lasting legacy
Learn how The RBC Charitable Gift Program and Philanthropic Advisory Services can help you tax-efficiently fulfill your philanthropic wishes while complementing your wealth and legacy planning.
Investments
Start with a strong foundation
Every house needs a solid foundation and the same goes for your investments. At the Hamber Group, we rely on our proven process to help you build on your financial foundation, brick by brick. We focus on four key areas to set you up for long-term success.
Constructing a framework of core holdings
As your personal portfolio management team, we build customized portfolios with a solid base of dividend-paying core holdings that can facilitate growth and weather market fluctuations.
Offering simple solutions to complex problems
We take immense pride in building portfolios that our clients can both feel confident in and understand.
Helping you capitalize on opportunities
We believe in keeping you informed, and will give you access to the solutions and services that you need to achieve your short-term and long-term goals.
Minimizing risk for your portfolio
We understand the evolving dynamics of the financial markets and focus on your financial plan and core holdings to provide stability and certainty at all times.
The key to investment success is staying on the train on your way to your destination.
—David Hamber
Resource hub
Your one-stop shop for any financial questions and concerns
Here you’ll find tools and resources to help you plan for your future. Discover the features and benefits of our online platform, WM Online, and explore our curated wealth planning guides. Should any questions come up, or you would like to discuss these topics with us instead, please don’t hesitate to contact us.
Access your accounts safely and securely
View your account information any time from the convenience of any personal computer or device with secure internet access.
Send us a secure message
Safely send and receive messages containing personal information through the Secure Messaging Centre.
Get timely market information
Get real-time quotes for stocks listed on Canadian and U.S. markets. Plus, create custom “watchlists” for investments you want to monitor.
Reduce paperwork with eDocuments
Access key documents, such as statements, tax slips, annual reports, trade confirmations and prospectuses, at any time.
Connect accounts & transfer funds
View all of your RBC accounts in one place, and transfer funds from your RBC Royal Bank accounts in real time during regular business hours.
Not yet enrolled?
Simply follow these steps or contact us today
Explore our wealth planning guides and resources
Tax reporting guide
A guide designed to help you and your tax advisor prepare your tax return as related to your investments with RBC Dominion Securities.
Retirement checklist
Whether you're years away from retiring, close to retirement or already retired, a comprehensive plan and expert advice are critical in building and protecting your retirement dream.
Handy financial planning facts
A complete list of important deadlines, contribution limits, tax facts, pension information, and more.
DS statement guide
Understand your statement with this visual guide. If you need further help understanding your statement, please contact us.
RBC articles
