With over 15 years in the investment management business, Brandon has a rare combination of experience with both individual investors and directly in professional asset management. Brandon is an Associate Portfolio Manager, and holds both the Certified Financial Planner and Chartered Investment Manager designations.
Brandon started his career in the financial services with one of North America’s largest Life Insurance companies. Working within their investment division Brandon was promoted into the role of District Vice President where the firm moved him north to the Barrie area. In an industry survey of financial professionals Brandon was consistently ranked in the top 10% in Canada. In 2011 Brandon chose to return to work with individual investors when he joined RBC Dominion Securities. Currently he works with families, corporations and foundations throughout Ontario and he manages over $160 Million of assets in portfolios designed to tactically navigate an increasingly volatile world in a 24 hour news cycle. Both he and his team strive to make a meaningful impact on their client’s lives by marrying sophisticated investment, tax and estate planning strategies with each individual’s very personal goals and objectives.