Nader Hamid

Title: 
Desautels Global Expert; Portfolio Manager, Director – Private Client Group at HollisWealth
Degree(s): 

BCom’02

Biography: 

Nader began his practice over 17 years ago after graduating from McGill university in Finance. When he started in the industry, he saw an opportunity to focus on his clients’ financial goals.

Since then, he obtained the prestigious CIM® designation earning the title of Portfolio Manager, followed by Financial Planning designations. These qualifications permit him to deploy highly personalized, holistic wealth planning strategies Combining these with a conservative game plan, and an honest, transparent approach, Nader brings a fresh, long-term perspective to his clients’ financial future.

Total Wealth Management Group uses a global investment approach that incorporates a variety of complementary professionals (tax professionals, legal experts, accountants, insurance specialists and mortgage brokers) – this approach has helped him successfully navigate a variety of market conditions for both individual and corporate portfolios.

Aided by his team, Nader is able to ensure that every detail of his clients’ financial plans are thoroughly reviewed and maintained. Nader firmly believes in continuing education and leading his team by example; he continuously strives to stay ahead of industry trends.

Nader attributes his success to: an incredible & diversified support team guided by a client-centric vision, his long standing partnerships with colleagues, and remaining focussed on simplifying the wealth management experience for his clients.

Specialization by geographical area: 
Montreal
Group: 
Desautels Global Experts
Stream: 
Investment Management