Brothers Wealth Advisory Group, Investment Advisor,Calgary, AB

Phone

Office

Office Location

Suite 900 421 7th Ave SW Calgary, AB T2P 4K9. map

The Brothers Wealth Advisory Group is located in Calgary, Alberta, and led by experienced Senior Investment Advisor Fraser Brothers. Fraser is joined by Investment Advisor, Joe Hoover, and Client Service Associate, Luisa Smith. With over 40 plus years of combined industry experience the Brothers Wealth Advisory Group has expertise in providing investment solutions for families with complex wealth management needs. Recognizing that no two clients are alike, they take the time to listen, and to understand clients particular circumstances, goals, and aspirations. This understanding serves as the basis from which their team develops an integrated plan to address every facet of client's wealth.

When crafting an integrated wealth management plan their team draws on their expertise and may engage TD specialists who can assist clients in the following areas:

Investment Planning
Retirement Income Planning
Estate Planning
Business Succession
Intergenerational wealth transfer
Philanthropy
Insurance
Private Banking

The Brothers Wealth Advisory Group feel this holistic approach enables them to deliver an exceptional experience for the families they work with, and provide value that may not be consistently delivered by investment brokerages who follow a more traditional approach to wealth management.

If you would like to learn more, please feel free to contact Fraser, or Joe, and they would be happy to discuss in greater depth.

Brothers Wealth Advisory Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Phone

Fax

(403) 299-8624

Branch Phone

(403) 299-8600

Branch Fax

(403) 299-7984

Discovering and achieving what is most important to you

Having achieved success, families choose to work with our team because they want the freedom to focus on what they value most. Whether their goal is to travel the world, relax at the cabin, or focus on a new business venture, they realize that time is the most precious commodity of all.

We advise a wide range of clients, from entrepreneurs, to lawyers, and oil and gas executives. While many of our clients are sophisticated investors, they do not always have the time, interest, and ability to manage wealth on their own.

Our process begins with a detailed wealth plan that focuses on your priorities, such as transferring wealth tax-effectively to the next generation, and planning for a better retirement.

The Brothers Wealth Advisory Group was built with your integrated wealth needs in mind because a sound investment strategy is just one part of a properly tailored wealth plan.

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Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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Discovering and achieving what is most important to you

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.