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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.
Toll Free: (800) 449-5344
Fax: (403) 299-7984
Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984
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.