Brothers Wealth Advisory Group

As a part of the Brother's Wealth Advisory Group my role is focused around equity analysis, and portfolio construction. As a CFA® Charterholder with over 6 years of experience in the investment industry my goal is to share my knowledge to better educate, and empower people as they make financial decisions that will help to shape their future.

Focus on Planning:

Before recommending an investment strategy our team works though a wealth plan with you, and your family. Recognizing that no two clients are alike, we take the time to listen - and understand your particular circumstances, goals, and aspirations. 

A little about me:

I grew up in Vancouver, BC – eventually leaving to attend the University of Calgary where I completed a Bachelor of Commerce degree from the Haskayne School of Business.  Following University, given my desire to work in Wealth Management I made the choice to enroll in the Chartered Financial Analyst (CFA) program to enhance my investment knowledge through this rigorous and globally recognized program. I am now a proud holder of the CFA designation, and enjoy giving back by attending events and sharing information on the program with University students.

When not in the office my wife, and I do our best to escape to the mountains - whether hiking in Kananaskis, or cross country skiing with our dog many of our weekends include an outdoor pursuit.

Please feel free to give me a call if you have any questions about your existing investment strategy.


Brothers Wealth Advisory Group consists of Fraser Brothers, Vice President and Investment Advisor, Joe Hoover, Investment Advisor, and Luisa Smith, Client Service Associate. Brothers Wealth Advisory Group 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.

Luisa is an integral member of the Brothers Wealth Advisory group – with over twenty-five years in the investment industry Luisa adds a wealth of knowledge, and experience to the team. With significant experience including trade execution, administration of accounts, and great attention to detail Luisa delivers an exceptional experience to clients of the Brothers Wealth Advisory Group – ensuring all aspects of client's Wealth and Investment goals are looked after.  Luisa's investment experience is complimented by completion of both the Canadian Securities Course, and Conduct & Practices Handbook Course through the Canadian Securities institute, and she maintains up to date knowledge of investment practices.

Outside of work Luisa is married with two boys, in addition to enjoying watching her son's on the football field she enjoys spending time with family and friends.