As a Senior Investment Advisor and Senior Portfolio Manager, Brian Jones understands how to put you first.
Brian specializes in Tax-Efficient Wealth Planning. He is focused on planning for the future to help ensure your needs can be met during each stage of your life. Each family has different needs for their financial legacy and Brian takes the time to understand those individual needs.
To be successful, Brian is continually advancing his education to ensure that he is able to provide what he believes to be the best advice to his clients.
Beyond helping his clients, Brian is also involved in his community. He believes in giving back to his community by participating in events to raise funds and awareness. He has been an advocate for autism, homelessness, underprivileged kids and the local foodbanks.
Toll Free: (877) 340-6600
Fax: (506) 450-1155
Branch Office: (506) 450-1135
Branch Fax: (506) 450-1155
Bachelor of Arts in Military History & Economics from University of New Brunswick
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.