Wealth management and taxation are all about knowledge. Things change constantly in the markets and in your own life, so which strategy you choose can be just as important as when you choose it. As a busy professional, you're always wondering what opportunities you could be missing, what new challenges need to be resolved, what life changes need to be addressed - and these unknowns become a constant source of stress.
But when all these unknowns become clear facts, your wealth can actually be aligned with the objectives and opportunities in your life.
But when all these unknowns become clear facts, your wealth can actually be aligned with the objectives and opportunities in your life.
Services
Rod Hamilton started in financial services in 1972, after being introduced to the industry by his father John, who was himself a second generation investment advisor. Rod spent 20 years building up an independent practice in Montral, where he was the first introducing broker in the province and eventually owned a seat on the Montral Stock Exchange.
Hamilton Insurance & Financial Management is a unique financial planning practice which focuses on providing individual and business planning solutions for our clients. Our objective is to stay small and personal, and provide our clients with the best service possible using a small team approach. Through our principal, Rod Hamilton, our advice spans 3 generations of financial planning experience.
There are many reasons that make investing in segregated (seg) funds a significant strategy when creating wealth. Simplified investing You can select an industry or sector, for example, without having to hand-pick each security. The segregated fund manager does this selection process for you. You don't have to be assessing which stock or bond may or may not be a winner.
Segregated funds limit the amount of money you can lose in order to protect your investment and your family's lifestyle. A segregated fund offers the investor fund choices such as equity funds, bond funds, balanced funds and money market funds, etc. Some of your capital is guaranteed by a life insurance company with some advantages.
Segregated (seg for short) funds are professionally managed pooled investments, with a life insurance component. With predefined investment objectives and policies, a professional manager selects the assets the seg fund will hold. Many individuals pool their money for the purpose of investing in stocks, bonds, and other kinds of securities by purchasing shares or units.
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