Meet Our Team

Paul, as the founder of Hamilton & Associates, is responsible for strategic direction of the business, client specific portfolio design, investment strategies and implementation. Paul chairs and directs the Hamilton & Associates Investment Committee.
 
Paul's professional credentials include a Fellow of the Chartered Professional Accountants (FCPA), Fellow of Chartered Accountants (FCA), Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI®), Senior Portfolio Manager, he is able to offer Canadian Option trading, and is a Senior Investment Advisor at BMO Nesbitt Burns Inc.
 
Paul was a past Chair of the Board of Directors, and member of the Executive Committee of Lionsgate Hospital Foundation.
 
Paul has been recognized as having brought honour to the profession of Chartered Professional Accountants, Chartered Accountants, through his professional achievements as an outstanding investment advisor and portfolio manager, as well as his work in our community. Paul was awarded the honour of Fellowship by the profession in 2016.

John is a Chartered Professional Accountant, Chartered Accountant, with years of experience as a financial officer and director of several public and private companies. He also is a Fellow of the Canadian Securities Institute (FCSI) and a holder of the Chartered Investment Manager (CIM®) designation.

John is one of the Investment Advisors on the team who works closely with clients, sharing his years of experience on a daily basis.  He also sits on Hamilton & Associates Investment Committee.

John is a strong community contributor as Past President of The Hamber Foundation, which is committed to the betterment of BC by supporting events in the arts and culture, athletics, and health and education.  John is also a past Chair of York House School (YHS) and a member of the YHS Foundation’s board.

Karen graduated from UBC in 2010 with a Bachelor of Commerce degree (specializing in Finance) and a minor degree in Psychology. She joined BMO Nesbitt Burns upon graduation and started her career learning the operational and administrative side of the wealth management business.

Karen joined the Hamilton & Associates team in 2015 shortly after earning her Chartered Financial Analyst designation. She has also completed the Certificate in ESG Investing program under the CFA Institute in 2022. Karen assists Paul Hamilton in the design, implementation and monitoring of client specific portfolios, and sits on the Investment Committee.

Scott joined BMO upon completion of his Bachelor of Science in Economics degree at the University of Victoria in 2011. He started his career working on the operational and administrative side of the Private Client Group at BMO Nesbitt Burns, before moving his focus to managing complex transactions for High Net Worth, Ultra High Net Worth, and Institutional clients.  
 
Scott earned his Chartered Financial Analyst Designation in 2015, and joined Hamilton & Associates in 2020, where he manages a select group of clients and sits on our Investment Committee. 
 
Scott is an avid golfer and hockey player, and is a committed animal lover.

Peter joined Hamilton & Associates upon graduation from UBC with a Bachelor of Arts in Economics and Political Science in 2014. In university Peter focused his studies on the intersection of finance, economics, and politics.
 
Peter supports the Hamilton & Associates team by conducting in depth research on our investments, and sits on our Investment Committee.

In his free time Peter can be found hiking, kayaking, sailing or horseback riding around the natural beauty of BC, often followed closely by his dog Taika. Peter also combines his love of BC's nature with his knowledge of markets in his role as a member of the Audit and Finance Committee of the Nature's Trust of British Columbia, and is also a director & advisor to of UBC's student-run equity research society, Westpeak Research. 

Maggie graduated from Simon Fraser University with a double concentration in Finance and Human Resources.  She started as a trader in a discount brokerage firm and has gained over 20 years of solid investment knowledge and excellent client service skills, along with completion of the Derivatives Fundamentals Course and the Options Licensing Course.  Maggie joined the Hamilton & Associates team in 2011 and has successfully completed the Chartered Investment Manager (CIM®) designation.  Maggie plays a key role in maintaining high client service standards and provides guidance to the rest of the admin team.

Maggie and her husband have two beautiful kids. They live in Richmond buzzing with various children's activities. Maggie enjoys swimming and badminton; she also volunteers at Bingo night at her children school parish as an Assistant Manager. Her family loves exploring beautiful British Columbia in their spare time.

Born and raised in South Surrey, B.C., Allison graduated from the University of Victoria with a Bachelor of Arts in Geography and Psychology. After graduating she decided to focus her attention on finance and passed her Canadian Securities Course shortly thereafter. Allison joined BMO in 2010 where she started as an Investment Representative. Presently, after years of additional study, Allison has obtained the required certificates and licensing for her current role as Senior Client Service Associate. Allison is responsible for managing our administrative functions and client communication. She is the front line in handling all of your administrative requests.

2023 was a big year for Allison and her husband as they welcomed their first child, Rhys to the family. When she is not kept busy with family life you can find Allison enjoying outdoor experiences afforded by our beautiful West Coast. Her passions include hiking, snowboarding & road biking as well as many other outdoor pursuits. A big fan of indoor cycling, Allison also enjoys teaching spin class in the evening.

Pey-Ming graduated from UBC with a Bachelor of Arts in Economics. She has over 30 years of experience in the investment industry on the operational and administrative side of the business, and has completed the Canadian Options Course. In 2021, Pey-Ming joined the Hamilton and Associates team, bringing over her wealth of industry knowledge and experience in working with High Net Worth clients.

Pey-Ming has been a supporter of community initiatives and progressive causes through her membership with Katari Taiko, Canada's first modern Japanese drumming ensemble.

Caroline started her career when she joined BMO Nesbitt Burns in 2016. Fascinated by the dynamic and fast-paced wealth management business, she completed her Canadian Securities Course and the Conduct and Practices Handbook to become an Investment Representative. After taking time off to further her post-secondary education, Caroline joined Hamilton & Associates in 2023.

Outside of the office you can find Caroline chasing her love of the outdoors whether it be skiing, cycling, or hiking in and amongst the local trails and mountains. She is passionate about learning and is always looking for the next best travel destination or local restaurant to try.  Caroline holds a Bachelor's degree in Business Administration, and a diploma in Marketing Management. 

Jason graduated from UBC in 2021 with a Bachelor of Commerce, specializing in Accounting. He further advanced his education by completing a Master of Science in Finance at Simon Fraser University in 2023. During his tenure at SFU, Jason was actively involved as an analyst and trader with the SFU SIAS endowment fund, focusing on the consumer staples sector within the Canadian Equity asset class. His profound interest in portfolio management and sales led him to join Hamilton & Associates as a Client Service Assistant in the winter of 2023.

Beyond his professional pursuits, Jason is an avid sports enthusiast, enjoying powerlifting, hiking, and road biking. He also dedicates his time as a volunteer with the CFA Vancouver Society.

Lisa graduated with Honours in 2013 from the Sauder School of Business at UBC, earning a Bachelor of Commerce degree with a specialization in Finance and a minor in Mathematics. She earned her Chartered Financial Analyst designation in 2018 and has experience across various areas of the investment industry. Most recently, she served as an analyst on a large pension investment team, where she gained expertise in derivatives portfolio management and investment fund monitoring.

In 2024, Lisa joined the Hamilton & Associates team, bringing distinguished experience in institutional asset management. She works closely with team members to support the design, implementation, and monitoring of client portfolios, delivering consistent, thoughtful, and well-executed investment solutions.

Ren holds a Bachelor’s degree in Electrical and Computers Engineering from the University of Toronto, where he graduated in 2011. Initially beginning his career as a semiconductor design engineer, Ren’s passion for financial markets grew through personal investing, ultimately leading him to transition into the investment field full time.

Ren earned his MBA from the University of Oxford in 2015 and holds the Charter Financial Analyst designation. In 2025, he joined Hamilton & Associates at BMO Nesbitt Burns, bringing with him a wealth of experience. Before his current role, Ren served as an associate portfolio manger at Phillips, Hager & North and iA Private Wealth, where he honed his skills in portfolio management and client relations.

Outside of his professional life, Ren enjoys spending time with his wife and their two children. He is an avid outdoor enthusiast, finding joy in activities such as hiking, road biking, and kayaking whenever he can find time to enjoy nature’s beauty.