Brandon Moore brings over 12 years’ experience to his role as an Investment Advisor. Beginning with RBC and then joining TD Wealth in 2001, Brandon began to establish the investment principles and approach that add value to his recommendations and client relationships today. Today, Brandon’s primary focus is developing and managing conservative balanced portfolios based on comprehensive financial & estate planning. He believes that a balanced portfolio can provide growth and income with lower overall volatility and risk. He also specializes in fixed-income investing and has extensive knowledge of available yields and strategies, many of which use government, corporate and convertible securities that provide an income stream and capital gains. Brandon is fully insuranced liscensed and holds a number of industry designations, including the Certified Financial Planner (CFP), Financial Management Advisor (FMA) and the Fellow of the Canadian Securities Institute (FCSI), recognized as the highest honour in the financial services industry.All of these accomplishments enable Brandon to provide superior service and to recommend solutions that maximize investor confidence and provide peace of mind in any economy or market position.
Toll Free: (888) 470-3023
Fax: (250) 470-3015
Branch Office: (250) 470-3010
Branch Fax: (250) 470-3015
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.