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At BDWM, we embrace your complexity and deliver on your ideal.
Our family office consists of Portfolio Managers and Investment Advisors, who among them hold the following designations: Certified Financial Planners (CFP®), Chartered Professional Accountant (CPA), and Chartered Financial Analyst (CFA). We work in collaboration with TD specialists in an effort to maximize tax efficiencies while building your net worth.
These skilled professionals are also parents, friends, and community members who all share a common value – understanding your journey.
We strive to acquire complete knowledge through ongoing in-depth conversations with you, your family members, and your other advisers — questions that uncover fresh insights that help us to understand you — a full 360 degrees.
Your story: your ideal.
With support from tech-savvy analytics and TD specialists in tax, estate, legacy, and insurance, we strive to make a clear impact not only with your investment performance, but in the achievement of your long-term aspirations.
Brazier Dupuis Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Brad sees the value of your journey and aspires to envision the long-term aspirations of all his clients – individuals, not-for-profit organizations, business owners, and families.
The foundation for his leadership and problem-solving skills is accredited to his ten years as a Branch Manager and understands that each client is unique. Now, as Senior Portfolio Manager, Brad aims to impact their ever-changing narrative with fresh and clear insights into the wealth management process.
With the skills necessary to pave the way, Brad's credentials include: Fellow of the Canadian Securities Institute (FCSI), Chartered Investment Manager (CIM), and Certified Financial Planner (CFP), a Bachelors of Commerce Honours Degree from the University of Windsor, as well as a Certificate in Retirement Strategy.
When he isn’t at the office, this father of four works to inspire his kids to be better people, have a strong work ethic and be respectful. Meanwhile, underneath that suit and tie isn’t just a dad, but a basketball coach, traveller, and foodie who loves the outdoors. The Brazier family can always be found at the gym shooting hoops or on a soccer field.
P.J. wants you to rethink the wealth management process in a way that uncovers your ideal.
As Senior Portfolio Manager, P.J. encourages you to imagine the possibilities. After all, your story is more than just numbers. It’s about relationships, aspirations, and complexity.
In addition to holding the Certified International Wealth Manager (CIWM), Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations, P.J. obtained an Honours Degree in Business Administration Co-op with a concentration in Economics from the University of Windsor, Canada in conjunction with the University of Derby, England, as well as a Certificate in Retirement Strategy. His drive for continuous learning is what allows him to envision the distinct needs and goals that makes each client unique.
Currently, P.J. is working on his own story with his beautiful wife and young family. We are all excited to see if his sons, Marshall & Malcolm will be trading stocks by the age of 12, too!
Nicole knows that without you, there would be no us. As a working mother of two, she recognizes the importance of communication and planning in realizing your ideal. She is always ready to answer your questions and help guide you through your journey. Your relationship is important to her.
With over ten years of experience at TD Wealth, Nicole is an Investment Representative and holds a Bachelor of Arts Degree from the University of Windsor.
While obtaining the skills to successfully map out your ideal through comprehensive financial planning, Samuel helps ensure proper attention ,with the help of TD Specialists, is given to each client’s tax, estate, legacy, and insurance needs. Samuel’s fresh insights help us embrace the complexities indicative of your journey.
A graduate from the University of Windsor with a Bachelor of Commerce, concentration in finance with a minor in mathematics, Samuel is a candidate for the 2020 CFA Level III Exam. He is also working towards his Certified Financial Planner (CFP) designation to better serve our family office.
Boraba knows that what happens behind the scenes is essential in moving your ideal forward. By working closely with Brad and P.J., Boraba’s passion for problem-solving, organization, and client relationships helps us embrace the complexities indicative of your journey.
After 12 years of success in the telecommunications industry, Boraba brings her excellent relationship-building and organizational skills to the administrative side of financial wealth management. She holds a Bachelor of Arts in Media Information & Technoculture from Western University. Boraba is committed to providing ongoing support and contributing to maximizing efficiency.
Outside of the office, Boraba and her husband manage a busy lifestyle with two young, active boys. Besides spending time with family, she loves to travel, craft, cook and bake with the boys as they are the real critics!
Throughout Brian's career, he has acquired specialized knowledge in software development, management, education and business development. Before joining Brazier Dupuis Wealth Management, he was instrumental in supporting clients and their growing businesses by delivering solutions to complex problems, helping owners understand cash flow needs, and obtaining funding to support their goals.
He's passionate about assisting clients in understanding their investments and providing a clear financial path. A financial markets enthusiast, a committed lifelong learner, and a dedicated community volunteer, Brian is a proud graduate from the University of Windsor with an Honours Bachelor of Commerce and Computer Science and a Bachelor of Education.
Brian was born and raised in Windsor. When he is not reading financial reports or listening to earnings calls, Brian enjoys sports, cooking, gardening, and spending time with his wife and three young sons.
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.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Tax Management
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
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.
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