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.
Client Services Team
Richard Howson
Richard (Rick) Howson is Executive Vice President of HTPAM.
Rick's investment career spans over 35 years. Prior to joining the firm in 1989, Rick was a portfolio manager at a large Canadian brokerage firm. His duties included portfolio management responsibilities for Canadian equities and balanced mandates. Prior to that, he was a research analyst specializing in the communications and small cap sectors.
Rick has served as a director of the Toronto CFA Society. He holds a BA from the University of Toronto, an MBA from York University (1973), and holds the Chartered Financial Analyst designation.
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.