Our service commitment to you
Comprehensive and customized
Meeting your specific needs is paramount in everything we do. Each HTAM client has a dedicated investment counselor who is responsible for developing and implementing their investment strategy. We consider the whole picture of a client’s wealth, taking into account factors such as return requirements, risk tolerance, need for liquidity, specific tax considerations, estate planning, family businesses and philanthropy.
Detailed reporting
Private clients receive monthly reports, performance reports and summaries of transactions along with an informative commentary on the financial markets. We also arrange regular portfolio reviews (including other professional advisors if requested) and distribute information required for annual tax purposes.
Teamwork
Client accessibility is a key part of our business. While your personal investment counselor is your primary contact at HTPAM, our team works closely together to ensure a quick response to any enquiries.
Focusing On Your Needs
Rick Howson
Executive Vice President
Brian Smith
Vice President, Private Clients
Client Services Team
Brian Smith
Brian, Vice President of HTPAM and is responsible for the firm's investment counseling activities. This includes advice giving, investment strategy development, portfolio review and, where appropriate, working with a client’s other professional advisors. Over a 36 year career in investment and financial services he has developed a national network of tax, investment planning and estate planning professionals. Brian has been with the firm since December 2003. He has served as a director of the Toronto CFA Society and currently volunteers on the Hearing Review Panel of the Disciplinary Review Committee of the CFA Institute. Brian graduated from McMaster University in 1973 in the Honours Economic Program and is a CFA charterholder.
Mary Hamada
Mary handles client service for HTPAM's clients. She has been in the investment industry for 16 years. Mary honed her client service skills during a 13-year stint as the administrator of a steel company, reporting directly to the CEO and overseeing the administration of the owner’s family businesses, children’s trust funds and company pension plans. Mary attended York University, graduating with a combined Honours BA in French and Spanish, and has completed the Canadian Securities Course.
Mei Sun
Mei is a member of the HTPAM Client Services team. Prior to joining the firm, she worked for eight years as an Associate in an investment management firm in the Marketing, Client Services and Analytics group. Mei graduated from Shanghai Institute of Technology in Mechanical Engineering; she also studied International Business in Nuertingen Polytechnical Institute in Germany. She has completed the Canadian Securities Course and Derivatives Fundamentals Course.