PROFESSIONALS
"Finding like minded people and focusing on a common goal is where much of the value lies in wealth management."
David Brandt - Founder
David Brandt, CFA
President, Portfolio Manager
David has nearly two decades of wealth management experience. Prior to founding Allied Wealth Management, he held portfolio manager, analyst and trading roles with several highly respected national investment counselling firms. He holds a bachelor of commerce degree with a major in finance and has been active at the board level with several large national organizations.
HIGHLIGHTS
> Chartered Financial Analyst Designation (CFA)
> Bachelor of Commerce (Honours) degree - Finance Major
> University of Manitoba Finance Organization - Past Treasurer
> Partners, Directors and Officers Course (CSI)
> Canadian Securities Course (CSI)
> Advanced Retirement Management Strategies Course (CSI)
> Advanced Estate Planning & Trust Strategies Course (CSI)
Tom Silliman
Investment Analyst & Trader
Tom has over a decade of experience in the financial services industry. His focus has been primarily on North American equity markets. He holds a bachelor of commerce degree with a major in finance and minor in economics. He has also successfully completed the Canadian Securities Course exam.
Susanne Adamson
Client Service/Office Administrator
Susanne has over 20 years of experience as a senior administrative professional, both in Canada and Internationally. She graduated from Southern Alberta Institute of Technology in Business Administration.
Tracy Boutet
Client Service/Office Administrator
Tracy has nearly 15 years of experience in the financial service industry. Prior to the pursuit of her financial service career she attended the University of Winnipeg.
Address:
550 - 5 Donald Street
Winnipeg, Canada R3L 2T4
www.alliedwealth.ca
E: info@alliedwealth.ca
P: 204-201-0800