Skip to main content

Brad Wise

Vice PresidentPortfolio ManagerInvestment Advisor

  • CIM®
  • FCSI®

Working together to help you achieve what truly matters to you

Helping you achieve your vision of success

At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. For more information, click on the image below. 

4WealthPillars.JPG

About Me

Over three decades, Brad has developed an abiding belief in evidence-based financial science and the efficacy of free capital markets. He sees markets as an ally, not an adversary and his philosophy leads to better solutions. Rather than delivering "products" driven by manager "skill," Brad concentrates on what really matters: portfolio structure and avoiding big mistakes. Prediction, prophesy, market timing, stock picking and technical analysis are considered to be futile and costly.   Markets beat managers.    

Investing requires objectivity, and few of us have it, especially when it comes to our money. It's not easy and asking for help doesn't mean you're weak or foolish. The solution sounds quaint, but you need someone who cares as much about your money as you do, but has the emotional distance, discipline and experience to help you make smart decisions. You need more than a broker. You need a wealth management team and the cornerstone of that team is me - your "Personal Chief Financial Officer" (CFO).  

A wealth management team consists of all the financial advisors in your life, from your lawyer and bankers to your accountant. My role, as your "Personal CFO" is to understand what you need from your investments. Maybe it's more free time with your family, a new cottage, a top-notch college education for your children or grandchildren or ensuring a comfortable retirement. Whatever your goals, a Personal CFO will co-ordinate with all of your other advisors and make it happen. You still make the important decisions but I'll make sure you're making the right ones.  

It's an emotional investment on both our parts. A good Personal CFO will know what makes you "tick," and in the beginning that can be a little uncomfortable. However, in time, you'll reach a point where you can release yourself from the burden of second guessing every investment decision. To that end, I'll help you cut through the complexity and confusion and step by step, together, we'll make smart decisions with your money and make your financial dreams a reality.

Brad holds a BA in history from the University of Western Ontario and has earned the two most senior investment designations in Canada: FCSI (Fellow of the Canadian Securities Institute) and CIM (Canadian Investment Manager).  He is currently Vice President and Portfolio Manager in our exclusive Private client Group.

Brad loves life.  He is an avid gardener, a passable chef and he likes to ski, play hockey and golf.  He has been married to Pauline since 1986 and the couple have two children, Luc and Alana, both currently away at school.  The family makes their home in Aurora.

ADDITIONAL CONTACT

Toll Free: (888) 799-8771
Fax: (905) 707-2049
Branch Office: (905) 707-2021
Branch Fax: (905) 707-2049

LANGUAGES

English

Quarterly_Exchange_Newsletter_Web_Button_digital_10152019.jpg 

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Next-gen tech that could rock the world and your portfolio

AI, robotics, self-driving cars.  Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech theme that may change the world and your portfolio. 

Is it even worth my time to submit a $2 billing code?

Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?