For close to 25 years I have been providing investors with tailored and strategic wealth management advice that covers: Retirement & Estate Planning, Discretionary Portfolio Management and Insurance Planning. Everything we do begins with exceptional client service.We take the time to understand our clients needs and aspirations and strive to create a roadmap for them to achieve their goals.Regular reviews and portfolio rebalancing are key to our clients long-term success.

I work closely with my clients to formulate customized investment strategies designed to improve portfolio returns, while keeping risk within each client’s tolerance. Whether a client is conservative and income oriented, or looking for growth, I design an investment strategy that best fits their needs.

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.

Jason is an experienced Portfolio Manager with a demonstrated history of working in the high-net worth financial services industry for over 25 years. Jason began his career with National Trust and then spent the next ten years working in various roles and departments at the Bank of Nova Scotia including Scotia Cassels Investment Counsel Limited and ScotiaMcLeod. Jason joined HSBC Global Asset Management in December 2007. As an HSBC Investment Counsellor Jason won numerous awards and was the top producer in Canada for three consecutive years from 2014 to 2017.

Jason joined BMO Nesbitt Burns in September 2017 and continues to hold the Certified Investment Management ("CIM") designation. Jason is married to his University sweetheart and they have two dependent children together.

Steve Gaull has 26 years of investment industry experience with 16 of those years being a member of the Fred Bruun Wealth Management Group. As a Discretionary Portfolio manager for 10 years, he constructs, monitors and rebalances portfolios.  Advises clients on portfolio holdings and individual securities decisions, 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.

Anna has over 24 years of experience in the financial industry.  She began her career in finance in 2000 as a lending officer for a Canadian financial institution.  She then moved to an independent wealth management firm, became a licensed Sales Assistant and joined my team where she has remained for the past 12 years.  Our team joined BMO Nesbitt Burns in 2017.  Anna is responsible for ensuring our Team’s daily operations and processes function efficiently and effectively, thereby ensuring we provide exceptional service to our clients.  
 
Anna is a licensed Sales Assistant.  She has completed Canadian Securities Course, Conduct and Practices Handbook, and the Advisor Training Program.

Michael has been in the financial industry since 2010 holding various roles at HSBC in the back office, middle office and to the client-facing front office. Michael joined BMO Nesbitt Burns in October 2017. Michael supports the team with many aspects of client servicing and assists with the team’s onboarding, tax reporting and various administrative functions.

Michael is also constantly pursuing career development activities to enhance his own capabilities in assisting our clients and advancing his industry knowledge.