Meet The Team
Senior Investment Advisor
CFA
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
Senior Investment Advisor
Senior Investment Advisor
Fraser has more than 25 years of experience in wealth management, and takes pride in the integrated wealth services delivered by his team.
Fraser is proud to retain many of the client relationships he has had since he first became an Investment Advisor in 1991. He has experience in many different kinds of market conditions and is committed to providing exceptional advice to help clients navigate volatility. Fraser believes that he has a gift for asset allocation, research due diligence and integrating the aspects of an individual’s wealth journey – from investment management to various wealth planning considerations provided in collaboration with his colleague Devon Sorge, Associate Investment Advisor and various TD specialists.
Fraser’s holistic approach allows him to help guide his clients to fulfilling their immediate goals as well as their long-term dreams and aspirations.. He focuses on quarterbacking our clients’ wealth experience, setting portfolio allocations and adjusting them over time to accurately reflect current circumstances.
Fraser was born and raised in Calgary, and is actively involved in giving back to the community.
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.
Associate Investment Advisor
Associate Investment Advisor
Client Service Associate
Client Service Associate
