Providing Peace of Mind
by simplifying the wealth management experience

Wealth Professional
Among the Top 50 Advisors 2023

The Globe and Mail
Canada’s Top Wealth Advisors: Best in Province 2022

Wealth Professional
Among the Top 50 Advisors 2022

The Globe and Mail
Canada’s Top Wealth Advisors 2021

Wealth Professional
Among the Top 50 Advisors 2021

WP Awards
Award for Engagement Loyalty and Client Care 2021

Wealth Professional
Among the Top 50 Advisors 2020

Wealth Professional
Among the Top 50 Advisors 2019

We are a team recognized for our experience in
wealth management, tax optimization strategies,
and excellent customer service.

Our story.
Our team.
Our success.

Portfolio managers and founders Nader Hamid and Jean Hénault share the story of TWM Group, a team united by common values and a vision to simplify the wealth management experience.

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Raising the standards in wealth management

Build your wealth

Private portfolio management

Our Investment Committee brings together highly experienced Portfolio
Managers (CIM®) and Chartered Financial Analysts (CFA®). We build our portfolios following our disciplined and proven process.

Preserve your wealth

Complete insurance services*, including benefits and pension administration

A risk management plan that is customized to your situation is an important aspect of any wealth
management strategy.

Retire with peace of mind

Retirement cash flow planning and business succession

We ensure you have a comprehensive financial plan in place that properly accounts for your income sources and minimizes your tax liabilities.

Maximize your legacy

Estate planning & tax minimization strategies

We put strategies in place to
maximize your estate and minimize taxes for your heirs.

Our latest video

2023 Year-end review

In an effort to keep you better informed, we wanted to share with you some of the high-level updates we’ve implemented in our portfolios in 2023.
Presented by Nader Hamid, CIM®, FCSI®, F. Pl.

TWM Group – Portfolio update - 3rd Quarter, 2023

TWM Group – Portfolio update - 2nd Quarter, 2023

The lagging impact of interest rate hikes on the economy

Real Estate vs The Stock Market - Nader Hamid

Our Investment Process

Comprehensive and focused on results

Alternative Investments

In a world where interest rates are approaching 0%, portfolios composed exclusively of equities and bonds will no longer meet most investors’ return expectations. For this reason, we build our portfolios using different assets in addition to equities and bonds. Enter our Alternative investments.

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Equity

We buy high-quality companies that have a multi-year opportunity to create shareholder value. We have exhaustive equity selection criteria and a robust due diligence process for each position.

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Fixed Income

We carefully select our defensive positions to achieve portfolio stability, liquidity, diversification and to provide a reliable and stable source of income.

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What People Say About Us

Client Testimonials

News

Invest with TWM Group

Our clients and their families typically have a net worth of $2M or more. If you have an amount under the minimum, we still invite you to get in touch with us to discuss your options.

*Please note that TWM Group does not provide investment advice nor do we solicit or share personal information through public forums or platforms such as social media. Please communicate with us only through official channels like email, the client portal or your portfolio manager.

Invest with TWM Group

Our clients and their families typically have a net worth of $2M or more. If you have an amount under the minimum, we still invite you to get in touch with us to discuss your options.

*Please note that TWM Group does not provide investment advice nor do we solicit or share personal information through public forums or platforms such as social media. Please communicate with us only through official channels like email, the client portal or your portfolio manager.