Brian Freiburger, Investment Advisor,Waterloo, ON

Phone

Office

Office Location

381 King St. W., 3rd Floor Waterloo, ON N2G 1B8. map

As Senior Portfolio Manager with TD Wealth , I am committed to providing a high level of personalized service to my clients. I have over 25 years of financial services and investment experience working closely with individuals and families, estates & trusts, corporations and charitable organizations.

As my client, you can expect:

Ongoing discovery
Timely reporting
Comprehensive portfolio reviews tailored to you
A transparent approach to fees
Advice and solutions supported by a team of TD specialists focused on helping you achieve your goals

Certificates

CIM®

CFP®

Languages

English

Education

University of Waterloo - B.A. Economics

A Proprietary Discovery Process

My approach to discovering you is comprehensive. The proprietary discovery process that we use applies principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.

First, I'll develop a deep understanding of your needs. Then, we take an integrated approach to help meet those needs. My clients can benefit from my experience in anticipating the complex challenges of growing and protecting wealth. My advice includes thoughtful strategies that consider tax implications, family dynamics, and other priorities. When appropriate, I can engage TD specialists who can assist clients with:

Retirement strategy
Managing tax
Expanding your business
Managing debt effectively
Multi-generational wealth transfer
Planning your estate
Creating a legacy
Managing and protecting your assets
Philanthropic giving

We See The Whole You

Based on your unique circumstances, we'll work with you to understand your goals and unique investment needs to create a wealth plan with tailored solutions including portfolio management, estate and trust services, and tax strategies

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Investment Planning
Retirement Planning
Transfer of Wealth
Will and Estate Planning

Your Dedicated Relationship Manager

As your dedicated relationship manager, I will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. Through regular contact, I will routinely assess your investment portfolio and goals, ensuring you are introduced to the right specialists at the right time. I will be able to provide you access to specialists across Private Wealth Management and beyond, including: Estate and Trust Services, Private Banking, Wealth Advisory Services, Capital Market Services, Small Business Banking, and Commercial Banking.

Let's Connect

A Proprietary Discovery Process

We See The Whole You

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

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.

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.

Your Dedicated Relationship Manager

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Brian Freiburger