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"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 over a decade 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.
> 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)
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.
Administration & Executive Assistant
Susanne has over 20 years’ experience as a senior administrative professional, both in Canada and Internationally. She graduated from Southern Alberta Institute of Technology in Business Administration.
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