Rod spent 20 years building up an independent practice in Montréal, where he was the first introducing broker in the province and eventually owned a seat on the Montréal Stock Exchange. He then moved to Waterloo to work with John. With post-secondary education in accounting, it was during this period that Rod gained a new appreciation for the importance of strong, well-suited tax strategy. On one particular occasion, he came across a mismanaged tax shelter that was costing investors millions of dollars and, leading a team of accountants and lawyers, he worked with the CRA to mitigate the damage significantly.
Rod’s experience in his field and his expertise in tax and accounting enable him to plan and manage clients’ wealth and to help minimize the stress that goes along with it.
At Hamilton Insurance & Financial Management, Rod works to deliver comprehensive financial guidance, serving primarily professionals and multi-generational businesses. He is often on the road meeting clients, but he also enjoys sitting by the fireplace, skiing or taking his boat out on Gloucester Pool or Georgian Bay from Port Severn.
As part of the fourth generation of financial advisors in the Hamilton family, and as part of a family-run independent practice, Mike holds a valued role at Hamilton Insurance & Financial Management. Working primarily with young families and professionals, often the new generation of longstanding clients, he helps provide guidance and planning for those in need of solid financial direction. As part of Hamilton Insurance & Financial Management, Mike provides advice on insurance related products to assist our clients in risk management.
Mike also enjoys hockey and skiing, spending much of his free time as both a participant and instructor.
Amy joined Hamilton Insurance & Financial Management in October 2014. Amy has 17 years of Customer Service & Office Administration experience. Amy has a genuine interest in serving and meeting the clients’ needs and is focused on providing excellent customer service and advisor support. Amy’s attention to detail and caring manner makes her the perfect addition to the team