Alan Hamar, Cfa Email & Phone Number

Guiding high net-worth families navigate through significant life changes, to plan for the future and preserve their legacy

Listed skills include Wealth Management, Risk Management, Portfolio Management, Asset Allocation, and 17 others.

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  Senior Investment Counsellor

  Rbc Ph&N Investment Counsel

  Jul 2024 - Present - Greater Calgary Metropolitan Area

  As an Investment Counsellor with RBC PH&N Investment Counsel, Alan brings over 17 years of industry experience to help answer questions that high net-worth individuals and families face when they are dealing with important life milestones such as preparing for retirement, business succession and wealth transition.Working with a small number of clients enables Alan to build relationships that go beyond the risk and return financial aspects of pure investment management. He takes time to truly get to know his clients in order to provide a full wealth management solution that ensures that portfolio decisions align with the other critical aspects of their financial picture such as tax minimization, large stock positions or complex lending structures.In order to deliver a comprehensive wealth management solution, Alan engages in-house tax, estate and financial planning specialists from across RBC, banking partners, and collaborates with clients’ other professional advisors to design and implement strategies that will help create lifelong financial success.