Carson Hamill,
CIM ®, FCSI®, CRPC™ Associate Portfolio Manager and Assistant Branch ManagerCarson is an Associate Portfolio Manager and Assistant Branch Manager at Snowbirds Wealth Management, specializing in cross-border wealth management for individuals and families with ties to both Canada and the United States. Licensed in both jurisdictions, he provides integrated advice to clients navigating the tax, investment, and planning complexities that arise when assets and lives span borders.
Snowbirds Wealth Management focuses on supporting Americans living in Canada and Canadians returning after working in the United States. In collaboration with cross-border tax and estate planning professionals, the team delivers coordinated strategies to efficiently structure, transition, and manage assets while minimizing tax exposure and avoiding common cross-border pitfalls.
Carson holds a Bachelor of Arts with a concentration in Business from Lindenwood University in St. Louis, Missouri. He has earned the Chartered Investment Manager (CIM), Chartered Retirement Planning Counselor (CRPC), and Fellow of CSI (FCSI) designations, reflecting advanced expertise in portfolio management and retirement planning.
He works closely with clients to simplify complex financial situations and provide clarity during major life transitions, including relocation, retirement, and divorce. His approach is grounded in building long-term relationships and delivering tailored strategies aligned with each client's broader financial objectives.
Carson lives in Coquitlam with his wife, Chelsea, and their three sons, London, Harper, and Rhodes. Outside of work, he enjoys spending time with his family and staying active through golf and hockey.
Media Appearances
- MoneySense: Individual vs. Joint Investment Accounts: What Every Couple Should Know
- Managing Capital Gains When Moving to the U.S.
- U.S. elimination of WEP is good news for cross-border pensioners
- The Hidden Cost of Athletic Glory
- Faced with a weaker loonie, snowbirds are weathering the economic headwinds. Here's how
- How the U.S. Election Affects Cross-Border Clients and Their Taxes
- How Life Insurance Gets Complicated for Cross-Border Clients
- Moving away from Canada? Your mutual funds can’t go with you.
- The Globe and Mail: What Happens to an RRSP when a Client Relocates to the US?
- The Globe and Mail: Cross Border Experts See Rise in Activity as Clients Ponder Effects of Capital Gains Changes
- The Globe and Mail: Cross-border advisors face policy and interpersonal challenges amid tense Canada–U.S. relations
- The Globe and Mail: Snowbirds need to consider these tax, immigration rules before heading south for the winter
- The Globe and Mail article featuring Carson: Worked abroad? Here's what to consider when moving your pension savings to Canada
- Investment Executive: Registered plan contributions, conversations in 2026
- Investment Executive: Personal tax items to consider for clients in 2026
- Don’t let your client get taxed twice
- Canadian mutual funds and ETFs can trigger punitive U.S. taxes for Americans living in Canada
- MoneySense: Moving to the U.S.? Your locked-in RRSP may not be as locked in as you think.
- Advisor.ca: Want to Unlock a Locked-In RRSP?
- Why moving a 401(k) to a RRSP isn’t always tax-neutral
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements.
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
