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Investment Advisor · Hamilton, Ontario
Investment Advisor with institutional discipline in Hamilton
Portfolio construction, risk controls, and tax-aware execution for Hamilton.
- Fiduciary, independent counsel
- HNW families · executives · business owners · physicians
- Tax-smart portfolios with downside risk controls
What we deliver
- Policy-driven portfolio construction with factor and risk budgeting
- Downside protection using defensive sleeves and alternatives
- Tax efficiency: asset location, loss harvesting, distributions management
- Structured notes and income strategies for high after-tax yield
Why BlueSky for Hamilton
- Portfolio manager oversight, not product sales
- Evidence-based process with clear rebalancing rules
- Institutional due diligence on managers and alternatives
- Real-time visibility and proactive communications
Typical outcomes
- More resilient portfolios across market cycles
- Improved after-tax, after-fee returns versus DIY or product-led portfolios
- Clarity on risk, drawdowns, and income expectations
Plan with confidence in Hamilton
Let’s build a tax-efficient, risk-managed plan that aligns with your family, practice, or business.
FAQs
How do you manage risk?
Risk budgets, factor diversification, defensive sleeves, and disciplined rebalancing—documented in an IPS.
Do you use alternatives or structured notes?
Yes, selectively, for risk-adjusted income and diversification where appropriate.
How is performance reported?
Transparent performance reporting with benchmarks and attribution.