Total Wealth Management Group
iA Private Wealth
In his fee-based portfolio management practice, Nader Hamid takes a scientific approach to finance.
“I wanted to create a practice based on a foundation of research and a robust process, where the focus was never on sales but on bringing the best results for our clients,” he says. “The goal was to simplify their wealth management experience to help them achieve peace of mind.”
Staying true to the practice’s mantra of continuous improvement, Hamid and his team are carrying on with the digital improvement initiatives they’ve taken on over the past two years and scrutinizing portfolios with an eye toward building resilience through alternative investments. Inflation and a post-COVID-19 shift in consumer preferences are also turning into points of focus, though Hamid says he’s sticking to his conviction in favouring high-quality businesses as an anchor for his practice’s investment style.