Name: Brian Jones
Current:
Vice President at TD Wealth ( Brian S. Jones Wealth Management Group)
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Previous:
- Portfolio Manager, RBC Dominion Securities (2000-2005)
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Years of Experience:
Almost 20 years of experience in the investment industry |
ACHIEVEMENTS/RECOGNITIONS:
- Canada’s Top Financial Advisors by Wealth Professional Magazine (2014)
- His TD Waterhouse Branch was named as runner up Branch of the Year (2006)
- Advisor of the Year by Advisor Magazine (2003-2004)
- President’s Club, RBC Dominion Securities (2000-2003)
- Member of TD PIA Executive Council
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AFFILIATIONS:
- Member of the Securities Industry Institute in the USA at the Wharton School of Business
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EDUCATION:
- Chartered Strategic Wealth Professional, Canadian Securities Institute
- Negotiation Essentials (Cerfication), Notre Dame University
- Professional Financial Planner
- Fellow in the CanAdian Securities Institute
- Bachelor of Arts- Military History and Economics, University of New Brunswick (1994)
- Canadian Investment manager (CIM)
- Financial Management Advisor (FMA)
- Portfolio Manager
- Certified International Wealth manager (CIWM)
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Birthday |
December 3, 1969 |
Current Town |
New Brunswick
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Hometown |
Fredericton, New Brunswick |
Family |
Married to Raena and two daughters Forest and River |
Interests |
Athletics and philanthropy |
Other Information |
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To read the full feature, click on the following link
Wealth Professional Canada Top 50 Advisor for 2014