1. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Brian Jones
Brian Jones
Senior Investment Advisor
Senior Portfolio Manager
CIM®
FCSI®
CIWM
Working together to help you achieve what truly matters to you
Phone
Office Location
As a Senior Investment Advisor and Senior Portfolio Manager with TD Wealth Private Investment Advice, Brian Jones has dedicated his entire 20-year career to helping people manage their wealth to achieve their goals and reach their dreams. As a wealth manager, Brian incorporates how the economy works with stocks and believes it’s important to walk each client through everything to help them interpret and understand their investments. He is an economist and an award-winning financial advisor committed to academics, a citizen dedicated to philanthropic causes who has raised over $2 million for his local community.
Brian is in the Canadian Securities Institute, a Certified International Wealth Manager, and a Canadian investment advisor whose skill and commitment to the field has garnered multiple awards, including Advisor of the Year in Canada by Advisor Magazine and being twice ranked as a Top 7 Portfolio Manager of the Year in Canada by Wealth Professional Magazine. He draws from his vast knowledge across the universe of finance and economics to deliver solid results for his clients. In addition to the insight gained through his experience in the field, he harnesses his knowledge from a cache of degrees and certifications. Brian holds a bachelor’s degree from UNB in economics and military history, and is a graduate of the SIFMA program at Wharton School of Business, Negotiation Essentials at Notre Dame Mendoza College of Business, Advanced Risk and Investment Management at Yale School of Management and a graduate of Authentic Leadership Development at Harvard Business School.
Phone
Fax
(506) 450-1155
Certificates
CIM®
FCSI®
CIWM
Languages
English
Education
Disciplined process
Your Wealth Management Experience
1.Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
2.Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
3.Welcome to TD Wealth Private Investment Advice
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.
4.Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help
5.On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
6.Regular Review Meetings
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
Your Wealth Management Experience
2. Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
3. Welcome to TD Wealth Private Investment Advice
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.
4. Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help
5. On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
6. Regular Review Meetings
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
Working together to help you achieve what truly matters to you
We take the time to understand what makes you unique. We establish a deep understanding of who you are by actively listening to you and gathering information on your individual goals and vision. The insight we gain from working with you is the basis on which we design your wealth strategy. We believe that developing a personalized wealth strategy is a key component to your financial success.
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.