Fred Bruun, CIM®, FCSI, CFP®
Vice-President and Portfolio Manager
Stewarding wealth is an honour and a privilege. For two decades in wealth management, Fred Bruun has focused on working with high net worth clients and providing thoughtful guidance tailored to their needs. He is passionate about the investment process and providing his clients with the highest level of fiduciary care. Fred's primary goal is to help Canadian and international investors build successful and understandable financial plans while minimizing risks.
His team leverages BMO Financial Group's vast resources along their years of personal industry expertise. This combination ensures delivery of a robust wealth management experience.
Throughout Fred's career, he has placed a high priority on continuing professional development. His designations to date include Fellow of Canadian Securities Institute (FCSI), Chartered Investment Manager (CIM), and Certified Financial Planner (CFP)® designation. Fred is also able to offer Option trading and is a Life Insurance advisor with BMO Nesbitt Burns Financial Services Inc. Fred holds a BA in Economics and Finance from the University Of Kings College.
Stephen Gaull, CIM®
Steve Gaull has been member of the Fred Bruun Wealth Management Group for 12 years. He assists in the construction, monitoring and re balancing of portfolios and advises clients on portfolio holdings and individual securities, including trade execution and timing strategies.
Using technical analysis and market experience, Steve determines a wide variety of equity market strategies, inclusive of general overall market direction and sector fund flows. He analyzes individual stocks for entry and exit points and reviews equity and strategy research to assist in stock selection.
Steve began his career in 1997 in the retail department of a bank-owned securities dealer and has worked as an Associate Investment Advisor and Equities Trader at various firms since 1999. Steve earned his Bachelor of Commerce from the University of Windsor and holds the Chartered Investment Manager CIM® designation. He offers options trading and has completed the Technical Analysis course.
Senior Sales Assistant
Anna Nevin has over 15 years of client service experience in the financial industry. Once a Senior Banking Officer, Anna has worked with the team for over a decade. Beloved by clients for her first rate service, she is a key resource for both her team and branch. Anna has completed the Canadian Securities Course and assists clients with their account inquiries and executes individual trading requests.