Brian Freiburger
Brian Freiburger
Senior Portfolio Manager & Senior Investment Advisor
CIM®
CFP®
Working together to help you achieve what truly matters to you
Phone
Office Location
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:
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.
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