Skip Navigation

Bespoke Advice for Builders and Stewards of Wealth

At Hamilton & Associates, our many years of professional work as Independent Advisors, working through BMO Nesbitt Burns, and our own first hand personal experiences with high profile family businesses make us uniquely qualified and positioned to understand both the opportunities and challenges that come with financial success.

Our more than twenty-five years of Independent Advice and Experience as leading Asset and Portfolio Managers is backed up by impressive qualifications and expertise. Fellows of the Canadian Securities Institute, Certified Canadian Investment Managers, and Chartered Accountants are only some of the qualifications that make Hamilton & Associates outstanding in our field.

Recognizing the importance of Unbiased Independent Advice to our business builders and their families, we are able to offer a full range of non-BMO as well as BMO investments, representing opportunities in Canadian, US and Global Equity, Bond and Money Markets.

A distinguishing trait of our team is that we manage not only the quantitative, or financially focused, matters but are also able to address the qualitative factors, or Family Governance. In this way, as trusted Independent Advisors, we are focused not only on investing and building your wealth today but also preserving it for future generations.