Hamilton Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
Building Durable Wealth & Funding Future Legacies
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
Introduction
Nick listens and offers custom solutions that meet your financial and personal needs. He is very proactive with his advice, always keeping you informed regularly. You will receive updates on global or domestic economic trends ahead of times. I highly recommend Nick as a trusted advisor. He is honest, very well informed and always keeping your personal goals at the forefront.
- A. Mayer
Nick has been my investment advisor for the past two years. He is a great communicator, is extremely knowledgeable and instills a strong feeling of trust with clients. I have recommended Nick's services to friends and family members who have also been greatly impressed with his ability to relate well to others, along with his solid advice and understanding of investments.
- Heather C.
The families we look after choose to work with us because:
We focus on building trust and confidence
We pride ourselves in building durable portfolios
We believe resolutely in the importance of having a plan and managing controllable risks.
We collaborate and coordinate tax sensitive financial planning matters with our clients’ tax professionals
We utilize technical investment information and knowledge to help identify opportunities with prevailing market themes.
We provide access to high net worth money managers all across Canada and the U.S.
We offer Professional Wealth Management and Integrated Planning which is coordinated across the full spectrum of financial matters.
Meet our team
For us it’s all about helping families grow and protect their wealth, to last them throughout retirement, and also fund a future legacy.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we offer
We offer Professional Wealth Management and Integrated Planning which is coordinated across the full spectrum of financial matters including:
- Investment & Portfolio Management
- Goals Based Investing
- Tax Consulting & Optimization
- Financial Planning
- Retirement Income strategies
- Protecting your Estate and Legacy
- Insurance Needs Assessments
- Credit & Lending (Business and Family)
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
Community involvement
Path To the Podium- Dinner Gala
The 4th annual Path To the Podium gala Fundraiser was a resounding success on Saturday November 30th at the Georgian Peaks Club. This is a volunteer led initiative to rally the local community in support of 6 ski racers with Escarpment roots who are racing at the World Cup level this year.
Supporting Escarpment Excellence
Inspired by the recent Paris Olympics, the Path to the Podium (PTP) campaign highlights the critical role of community support in athletes' journeys to success. Now in its fourth year, PTP is dedicated to boosting Canadian alpine ski racers' chances on the world stage by raising additional...
Escarpment Corridor Alliance
The Escarpment is a beautiful thing. It’s a unique part of Ontario and is a highlight of the Collingwood and surrounding area. That’s why I am so glad to help raise awareness for an organization called the Escarpment Corridor Alliance. The ECA is a locally registered charity whose vision is...
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Video Resources
Women & Investing
Gender equality has come a long way; women still face a set of unique challenges when it comes to managing their finances.
Leaving the workforce to raise families
Life expectancy and funding longer retirements
More likely to become widowed
Primary caregiver to young and old family members
We specialize in addressing these challenges and regularly deliver presentations on the topic of women’s financial literacy. We provide wealth planning services that are tailored to you and your unique needs as a woman and investor.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.