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Brion Fahey
Vice PresidentPortfolio ManagerInvestment Advisor
- CIM®
- FCSI®
- B Comm.
"Sound investment advice built to help weather all market conditions"
360 Albert Street Suite 1100 Ottawa, ON K1R 7X7Map
Brion Fahey is a Vice President and Portfolio Manager at TD Wealth Private Investment Advice. Brion has over 20 years of financial industry related experience; many of those years have been spent working with individuals, families and businesses one client at a time. He takes a holistic approach; TD Wealth has many resources to help you meet your wealth investment plan.
Brion values ongoing learning, he holds the following professional titles and designations: Portfolio Manager, Chartered Investment Manager (CIM®). He is a Fellow of Canadian Securities Institute (FCSI®) and holds the Chartered Life Underwriter® (CLU®) designation.
As a Portfolio Manager, Brion provides individually tailored financial solutions for affluent individuals who have in excess of $1,000,000 of investable family assets. Brion believes every person is unique and meets with every prospective client to determine their time horizon, investment objectives and risk tolerance level. This information is used to develop a custom investment plan to help my clients meet their wealth goals.
Brion is a life long resident of Ottawa. He graduated from Carleton University with an Honours Degree in Business. He has been married for over twenty-five years to his wife, Lori and they have four children, two of which also graduated from Carleton University.
Brion Fahey & Associates Wealth Management consists of Brion Fahey, Vice President, Portfolio Manager and Investment Advisor and Jo-Anne Sinclair, Client Service Associate. Brion Fahey & Associates Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.
Brion values ongoing learning, he holds the following professional titles and designations: Portfolio Manager, Chartered Investment Manager (CIM®). He is a Fellow of Canadian Securities Institute (FCSI®) and holds the Chartered Life Underwriter® (CLU®) designation.
As a Portfolio Manager, Brion provides individually tailored financial solutions for affluent individuals who have in excess of $1,000,000 of investable family assets. Brion believes every person is unique and meets with every prospective client to determine their time horizon, investment objectives and risk tolerance level. This information is used to develop a custom investment plan to help my clients meet their wealth goals.
Brion is a life long resident of Ottawa. He graduated from Carleton University with an Honours Degree in Business. He has been married for over twenty-five years to his wife, Lori and they have four children, two of which also graduated from Carleton University.
Brion Fahey & Associates Wealth Management consists of Brion Fahey, Vice President, Portfolio Manager and Investment Advisor and Jo-Anne Sinclair, Client Service Associate. Brion Fahey & Associates Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.
ADDITIONAL CONTACT
Toll Free: (866) 347-8257
Branch Office: (613) 783-6197
Branch Fax: (613) 783-4075
Going beyond the financial picture
Our approach to discovery is in-depth – we apply 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.
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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.
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