supplied
Nader Hamid, CIM®, FCSI, Fin. Pl., Portfolio Manager, Director – Private Client Group
TWM Group, iA Private Wealth
755 St-Jean Blvd., Suite 302, Pointe-Claire. Quebec H9R 5M9
Team Assets (Custodied)
$375-million
Typical Size of Household Accounts
$1-million -
$10-million
Minimum Account Size for New Business
$2-million
Typical Net-Worth of Relationships
$2-million -
$10-million
Nader Hamid is a portfolio manager with TWM Group at iA Private Wealth. He has almost 20 years in the industry, successfully managing individual and corporate portfolios in changing market conditions.
Nader began his career as an investment advisor in 2002. At the time, the North American economy was still staggering from the tech bubble burst. Most of the industry was focused on maximizing short-term returns, with little research supporting investment decisions. Nader saw an opportunity to bring a long-term perspective to his clients through personalized wealth planning strategies and a solid investment philosophy.
He also realized that most people build their fortune by doing what they are passionate about, hardly having time to focus on their wealth management. The question was how to simplify the wealth management experience, and help people achieve their financial goals with peace of mind. To do so, Nader partnered with portfolio managers Jean Hénault and Pascal Ricard to create TWM Group.
TWM Group focuses on providing total wealth management, offering services tailored for each client’s situation. That includes portfolio management, retirement and estate planning, tax minimization strategies, business succession planning, benefits and pension administration, and cash flow planning. The team is highly invested in its value system. Continual improvement, independent thinking, meritocracy, passion and meaningful work are some of the pillars that keep each team member motivated and innovative.
In addition to having his Bachelor of Commerce, Nader is a Chartered Investment Manager (CIM®), has a Certificate in Advanced Investment Advice, and is Fellow of the Canadian Securities Institute.
Nader has type 1 diabetes and raises funds and awareness for the Juvenile Diabetes Research Foundation. He also joined Leucan’s 40 Giants program, which supports families with children dealing with cancer.
*iA Private Wealth Inc. is a member of the Canadian Investor Protection Funds and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
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