Our Team

Graeme brings a wealth of experience spanning over 30 years in strategic wealth management and growth. He is responsible for discretionary portfolio management and advisory services to institutional and private clients. He is manager of the North American Total Return & Global Momentum & Growth Leaders portfolios.

He holds an MBA from McGill University and a BA from the University of Toronto.

Graeme is an enthusiastic skier and cyclist, and looks forward to planning future travel adventures with his family and friends.

Rachel has over 20 years of experience in the financial services industry. She takes pride in providing exceptional client service and works closely with clients to address their unique needs. Additionally, she manages all aspects of client communication and reporting.

Rachel has a passion for the arts and enjoys attending ballets and musicals.  She also cherishes her time outdoors, enjoying leisurely walks with her husband.

Stephanie began her career in retail banking back in 2004, before transitioning to the Hamilton Investment Management Group. In her current role, Stephanie oversees all facets of client administration and values building relationships with clients.

Stephanie resides in Toronto with her husband and their three children, where they actively explore the city's vibrant culture and diverse neighborhoods.