The Brothers Wealth Advisory Group is located in Calgary, Alberta, and led by experienced Investment Advisor, and Vice President Fraser Brothers. Fraser is joined by Investment Advisor, Joe Hoover, and Client Service Associate, Luisa Smith. With over 40 plus years of combined industry experience the Brothers Wealth Advisory Group has expertise in providing investment solutions for families with complex wealth management needs. Recognizing that no two clients are alike, they take the time to listen, and to understand clients particular circumstances, goals, and aspirations. This understanding serves as the basis from which their team develops an integrated plan to address every facet of client's wealth.
When crafting an integrated wealth management plan their team draws on their expertise and may engage TD specialists who can assist clients in the following areas:
- Investment Planning
- Retirement Income Planning
- Estate Planning
- Business Succession
- Intergenerational wealth transfer
- Private Banking
They feel this holistic approach enables the Brothers Wealth Advisory Group to deliver an exceptional experience for the families they work with, and provide value that may not be consistently delivered by investment brokerages who follow a more traditional approach to wealth management.
If you would like to learn more, please feel free to contact Fraser, or Joe, and they would be happy to discuss in greater depth.
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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.