The expert advice you need, the tailored solutions you deserve
At Hamilton Foss Wealth, we leverage decades of financial services experience to deliver world-class advice in all facets of your wealth – and we don’t stop there. Our knowledgeable team collaborates closely to ensure our solutions are tailored to your unique situation and puts them into action with the highest level of care.
Client-first mindset, team-oriented skill set
With your needs top of mind and our diverse yet complementary skills at your service, our tight-knit team collaborates closely with our partners to deliver truly customized solutions across all facets of your wealth.
Michael Hamilton
Cam Foss
Kristen Telle
Ayako Matsumaru
Golman Shirali
Jameson Blasken
Alexandra Epp
What we do
Our solutions only have one thing in common: they’re custom-tailored to your long-term goals
We believe every wealth and investment management solution we provide should be as unique as the clients we serve. That’s why our team focuses on building a trusting, candid, and long-term relationship with you so that we can better understand your unique needs, priorities, and goals and help you achieve them.
Wealth management
Our approach begins with a proactive plan that accounts for every aspect of your financial wellbeing – from financial planning to insurance planning and beyond. We spend quality time getting to know you, your family, and your hopes for the future in order to deliver our custom recommendations and connect you with the right partners – at the right time – along your financial journey.
A comprehensive financial plan is the foundation of your financial success. That’s why we carefully evaluate your current situation and provide expert recommendations to achieve your long-term goals.
Starting, building, and selling a business comes with their own unique set of challenges and opportunities. From managing your tax burden to retirement planning, we offer strategies to help you make the most of it.
Leaving a lasting legacy requires thoughtful, timely, and informed advice. To that end, we help you prepare a plan that eases the transition of your wealth, protects your estate, and provides true peace of mind.
We work hard to protect your hard-earned wealth, now and into the future. Working collaboratively as a team, we help implement tax-efficient, time-tested strategies to safeguard what matters most.
Tailored investing
As our client, your portfolio is a direct reflection of your individual comfortability with a variety of important factors – from asset allocation to risk tolerance and more. And with Private Investment Management, RBC’s leading investment management platform, you benefit from a range of important differentiators that place you at the centre of every decision our team makes on your behalf.
The foundation of a truly personalized portfolio is a personal relationship with your portfolio manager, which is why we spend time building trust, understanding your needs, and tailoring every decision perfectly to you.
Every decision we make on your behalf is aligned to your Investment Policy Statement (IPS) – a document that outlines your return expectations, risk tolerance, and other unique preferences.
As part of RBC Dominion Securities, Canada’s largest full-service wealth management firm, we have unparalleled access to industry-leading research that augments our ability to build you a robust portfolio.
Limiting downside risk and reducing volatility are two fundamentals of our investment management approach, and we leverage our in-house expertise and that of third-party reviewers to ensure you’re on track.
Cross-border services
Simplifying the complexities of your cross-border wealth
As one of the select few teams at RBC Dominion Securities able to provide cross-border services to our clients, we are uniquely positioned to help simplify complexities, devise strategies, and remove barriers for Canadians residing in the United States and Americans living in Canada. For more information, we encourage you to contact us directly.
Investment advice
Working in close collaboration with our partners and staying true to your unique Investment Policy Statement (IPS), we supply direct and indirect, personalized investment advice that reflects changing market conditions and your evolving needs.
Laws & regulations
Backed by the knowledge, expertise, and experience of our cross-border affiliates, we ensure the management of your wealth is fully compliant with legislation and regulatory frameworks in Canada and the U.S.
Tax considerations
We help you navigate the complexities of cross-border tax, paying close attention to Canadian and American tax regulations in order to lighten your tax burden, take advantage of deductions, and propel you toward your goals.
Transition guidance
Whether you’re a Canadian contemplating a move across the border, returning from America, or an American living in Canada, we seek to simplify your transition by taking care of your needs – financial or otherwise.
Charitable giving
Making a meaningful impact in your neighbourhood, community, and world
Whatever social, educational, medical, artistic, or environmental causes are near and dear to your heart, our team works diligently to unlock the power of your wealth to help support them.
Planning with purpose
Charitable giving has the power to make a difference in the lives of others while also acting as a powerful tool in your financial success. That’s why your charitable giving initiatives are not an afterthought for our team, but an integral component of your overall wealth plan. To that end, we work closely with you to uncover your philanthropic passions and strategically tailor our recommendations to ensure you take advantage of tax efficiencies and important benefits.
Building a lasting legacy
As an intimate expression of your values, charitable giving is one of the most meaningful ways to establish your legacy – because your legacy is not only defined by what you’ve earned, but by what you’ve given. That’s why we keep your values, beliefs, and goals top of mind in every financial decision we make on your behalf, and collaborate with your family members to help establish and sustain your charitable vision for generations to come.
The RBC Charitable Gift Program (CGP)
The RBC Charitable Gift Program helps simplify and streamline your short- and long-term charitable giving initiatives while making good use of immediate tax benefits. By establishing a charitable gift fund (CGF) – a flexible fund personalized to your specific philanthropic goals – you receive all the advantages of a private foundation without the ongoing challenges of additional costs and administrative responsibilities. To learn more about the program, we invite you to contact us directly.
Insights
Proud supporters of:
Your needs, priorities, and goals. Our strategies, solutions, and care.
Discover what true collaboration with an expert team can do for you
Email:hamiltonfoss@rbc.com
Phone:403-299-7128