Providing clients with the integrated, independent financial advice they deserve in all aspects of wealth management. We believe in developing long term relationships, which allow us to understand not only your investment values, but also your life goals. Once we reach this understanding, we can help you create a wealth management plan that provides for your future goals and balances living for today.
We strongly believe in a written, disciplined and planned approach to investing. When you entrust us with your financial future, you benefit from the combined strength of a highly qualified, committed group of investment professionals. We provide a range of services to help you get a head financially or to answer any question you may have.
We strongly believe in a written, disciplined and planned approach to investing. When you entrust us with your financial future, you benefit from the combined strength of a highly qualified, committed group of investment professionals. We provide a range of services to help you get a head financially or to answer any question you may have.
Services
Since joining the financial services industry in 1998, Marc's commitment to his clients has driven him to develop an expertise in managing the wealth management issues for successful family businesses, professionals, executives and trusts. Marc has attained his Canadian Investment Manager (CIM) Designation, as well as the coveted Certified Hedge Fund Specialist (CHFS) Designation.
As risk tolerance, your personality trait linked to the amount of risk you ordinarily take. As perceived risk, which is the risk that you perceive in any alternatives being considered. By obtaining a risk tolerance questionnaire from you and preparing a financial strategy for you, we are able to address all four risk characteristics when developing an investment policy statement and portfolio recommendations.
At the Hamel Wealth Management Group, our role is to provide you with exceptional information, advice and recommendations to help you protect and grow your wealth, so that you can live comfortably. Our unique financial roadmap process and our approach to getting to know our clients helps ensure the suitability of investments.
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