Brandon Foster, Cfa, Cpa Email & Phone Number

Born and raised in Edmonton, Alberta, I was taught the value of hard work. After completing my degree and professional designations, I discovered my professional passion and long-term vision - building trust-based relationships and helping business owners implement strategies to define and achieve their goals. As a Wealth Advisor at ScotiaMcLeod, I specialize in helping business owners and professionals protect, grow, and transfer wealth through Total Wealth planning - a one-stop shop for all your wealth needs. Financial planning without a clear process or outcome can lead to countless hours of work all for an overly complex document that sits in a drawer. And the truth is… ❌ You don't need someone with a crystal ball to outguess the markets… ❌ You don't need to spend your time and energy worrying about the markets… ❌ Nor do you need to overpay for underperformance. Our Total Wealth planning involves: ✔ Efficiently gathering the information required to prepare a comprehensive financial plan - a roadmap of your life that is revisited for progress towards goals and modified for life changes. ✔ The plan is reviewed by our dedicated team of specialists to provide insights and detailed action items to help propel you toward your goals. ✔ As a CFA Charterholder, I have a fiduciary duty to act for the benefit of my clients and place their interests before the firm's or my own. ✔ My investment approach is rooted in financial academia and science - evidence over emotions. No smoke, no mirrors, and no complicated strategies that are hard to understand. A wealth management plan is essential for all those who have worked hard and saved their money. My foremost attention is protecting and growing wealth in such a way that reduces financial worry, empowering my clients with the confidence to use their money to live the life they desire with their loved ones and shape their legacy. I want to show you how we do this and how you can take control of your wealth and be CONFIDENT you are on the path towards your goals. All of this can be achieved in person or VIRTUALLY from the comfort of your own home. Let's book a call and let me walk you through our processes and show you how to prioritize your wealth. brandon.foster@scotiawealth.com778-594-2867 Financial Planning | Investment Management | Insurance Planning | Estate, Trust, and Philanthropic Planning | Retirement and Education Planning | Private Banking and Advanced Credit Strategies | Business and Family Transition Planning

Listed skills include Finance, Accounting, University Athletics, Leadership, and 21 others.

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  University Of Alberta

  Finance And Accounting