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.
Raising the standards in wealth management
Build your wealth
Our Investment Committee brings together highly experienced Portfolio
Managers (CIM®) and holders of the Chartered Financial Analyst® designation. We build our portfolios following our disciplined and proven process.
Preserve your wealth
A risk management plan that is customized to your situation is an important aspect of any wealth
management strategy.
Retire with peace of mind
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
We put strategies in place to
maximize your estate and minimize taxes for your heirs.
Estate Planning Seminars
We offer regular seminars on the three pillars of estate planning, hosted in different neighborhoods across the Greater Montreal area.
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.
U.S. Tariffs and Your Portfolio
2024 Federal Budget: Our initial thoughts
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.
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.
Fixed Income
We carefully select our defensive positions to achieve portfolio stability, liquidity, diversification and to provide a reliable and stable source of income.
What People Say About Us
Client Testimonials
