Brad Missinne

Brad Missinne

Senior Investment Advisor

Associate Portfolio Manager

CFP®

BBA (Hons)

CIM®

Sound investment advice built to help weather all market conditions

Phone

Office

(204) 729-2617

Mobile

1(888) 220-2542

Office Location

1108 18th Street Brandon, MB R7A 5C2. map

See Additional Office Locations

After completing my Four-Year Bachelor of Business Administration program at Brandon University, I started with TD Canada Trust in Deloraine Branch as a Financial Services Representative in April 2009. I took over as the Branch Manager at the Deloraine Branch in November 2010. During my six years in Deloraine I managed an exceptional team of five employees and we prided ourselves in the service levels provided in our branch.       

In March 2015, I made a shift in my career to focus on Investments and joined TD Wealth Financial Planning as a Financial Planner, with my primary office based out of Brandon, MB, where I spent the majority of my working hours. I also supported one rural branch in Dauphin, MB. I continued to support clients from Deloraine, MB and Pilot Mound, MB which were closed in 2018 and 2017, respectively.

Currently, I support households of clients in the Western Manitoba and Eastern Saskatchewan area and am constantly learning more about my business and my clients in order to provide a superior client experience.  I work with a wide variety of clientele including: pre-retired individuals, retired individuals, corporations, farmers, professionals and small business owners. My targeted segments are retiring farmers and business owners. I draw on my experience and what my family went through when selling the family farm back in 2009 and can speak to what the transition process is like when a farmer wants to retire.       

I have obtained my Certified Financial Planning (CFP) designation from FP Canada in February 2021. I am also a Life Insurance Advisor with TD Wealth Insurance Services.  In addition, I have obtained my Chartered Investment Manager (CIM) designation, as ongoing education is very important to me.

In September 2021, I made a career shift and joined TD Wealth Private Investment Advice as Senior Investment Advisor based out of Brandon, MB branch. In my role, I'm focused on managing investment portfolios for my clients and addressing any additional needs that my clients have in regards to high net worth financial planning, estates, trusts, insurance and private banking by engaging the appropriate TD specialists as needed. I believe in the power of a solid financial plan and personalized service where clients feel like I know them personally and they aren't just a number.

As my business continues to grow, I find new clients primarily through introductions provided from existing clients that feel comfortable enough to connect me with their friends and family members.  I look forward to working with you!

Phone

Toll Free

1(888) 220-2542

Branch Phone

(204) 988-2748

Branch Fax

(204) 988-2757

Certificates

CFP®

BBA (Hons)

CIM®

Languages

English

French

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

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.

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.

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.

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

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TD Cowen: Three stocks that could benefit from a Canadian soft landing

With Canada’s economy widely expected to experience a soft landing, TD Cowen has released a report highlighting its investment strategy for the Canadian equity market. MoneyTalk’s Kim Parlee speaks with Andre-Philippe Hardy, Head of Canadian Research at TD Securities and Andrew Kelvin, Head of Canadian and Global Rates Strategy at TD Securities, about potential economic headwinds and tailwinds and which stocks may benefit.

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Can I transfer funds tax-free from my RRIF to a TFSA?

Thinking of transferring funds from your Registered Retirement Income Fund to your Tax-Free Savings Account? A direct transfer isn’t tax-free, but there may be some options to consider. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to explain.

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Trump’s potential longer-term impact on the financial world

Donald Trump’s presidency may have wide-ranging impacts on the economy and markets. MoneyTalk’s Greg Bonnell discusses with David Sykes, Chief Investment Office, TD Asset Management and TD Chief Economist Beata Caranci.