Our Value

Our team works with a variety of high net worth clients whose wealth management needs are as diverse and unique as they are. Some wish to be actively involved in investment decisions while others prefer to delegate day-to-day management and decision making to their Investment Advisor. Regardless of their needs, every client has access to our understanding of retirement planning, tax strategy, estate planning, philanthropic development or business succession.

 

Integrity and transparency guide every decision we make, every interaction with clients. And we take pride in that. We work closely with clients to develop a clear understanding of what’s most important to them, focusing on individual goals, tolerance for risk and investment horizons so they can focus on living life on their terms.

Allan Bramson

Senior Vice-President, Investment Advisor & Branch Manager

With over 25 years of investment and financial planning experience, Allan Bramson serves a loyal clientele of affluent families and business owners.

Allan began his investment career at BMO Nesbitt Burns, rising to the role of Vice President, member of the President’s Council and Assistant Branch Manager before moving to Macquarie Private Wealth in 2005, which was acquired by Richardson GMP in 2013. Here, he created The Bramson Wealth Group to offer a one-to-one approach to wealth management. He Joined Canaccord Genuity Wealth Management in 2018 and manages the Toronto office.

Allan is a Certified Financial Planner (CFP®), has a Bachelor of Arts in Economics from York University and holds a Level II life insurance license. In his personal time, Allan contributes to the University of Toronto Student Co-op Program as a mentor for young people interested in the financial industry.

Traci Pound

Associate Investment Advisor & Branch Administrator

With a positive attitude, commitment to exceptional client service and strong operational knowledge, Traci’s contribution to our team is immeasurable. She works closely with Allan to assist with portfolio composition and asset allocation and assists him in locating prudent opportunities to maximize returns and minimize risk. Her attention to detail helps ensure that your account stays on track.

With over 25 years of experience in the investment industry as well as successful completion of the Canadian Securities Course (CSC), the Conducts and Practices Handbook Course (CPH) and the Options and Derivatives Course, Traci is dedicated to servicing your investment needs in a professional, prompt and courteous manner.

Wealth & Estate Planning Specialists