As a registered Portfolio Manager, Brent provides tailored goals-based investment solutions and wealth planning for a number of high-net-worth families, professionals and institutions.
Through RBC Dominion Securities Private Investment Management, Brent delivers a premium level of wealth management that provides clients with confidence and peace of mind. Advisor-managed portfolios allow clients to focus on their personal goals with the confidence that a professional Portfolio Manager is managing their day-to-day investment decisions within specific guidelines outlined in their customized investment policy statement.
In addition to portfolio management, Brent works closely with his wealth management partners to provide clients with personalized wealth solutions. Our team collaborates in the delivery of integrated financial and estate planning strategies for wealth management, tax-efficiency and intergenerational wealth transfer.
Brent is a Chartered Accountant, Certified Public Accountant (Illinois) and was awarded the distinguished Chartered Financial Analyst (CFA) designation. He is a graduate of Mount Allison University's Commerce program and is the former treasurer and long-serving board member of the Atlantic Canada CFA Society.
Learn more about the CFA Program
