Brothers Wealth Advisory Group

As a part of the Brother's Wealth Advisory Group my primary role is to perform equity analysis, and portfolio construction. His background as a CFA® Charterholder provides the knowledge to help ensure client portfolios are aligned with their broader wealth management goals. Though his focus is on portfolio design, Joe leverages a variety of TD specialists at his disposal within TD Wealth – helping to introduce new ideas to the team, and their clients.

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  is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank. All trademarks are the property of their respective owners. ® The TD logo and other trade-marks are the property of The Toronto-Dominion Bank

With over twenty-five years in the investment industry, Luisa adds a wealth of knowledge and experience that underpins our team. She focuses on providing exceptional service, handling administration and executing trades when rebalancing client portfolios. Luisa’s attention to detail and passion for helping clients means that our team can deliver an outstanding level of service that consistently exceeds our clients’ expectations.

Devon holds the Chartered Accountant designation and joined the Brothers Wealth Advisory Group in 2017 after spending the last few years working towards earning her CPA, CA designation at the Enterprise Tax Group at KPMG. Devon is a consummate planner who draws upon her accounting background to deliver the most tax-conscious strategies possible.

She has worked with high net worth individuals and families and owner-managed companies and takes pride in maintaining excellent client relationships through timely and responsive service.