Brian B. Swales, MBA, CIM

Brian B. Swales, MBA, CIM, is a Portfolio Manager and investment professional with over 25 years of experience in the industry, specializing in building sustainable multi-generational client relationships and risk-adjusted investment portfolios for ultra high net worth individuals, families, owner-operations, and foundation clients.

Brian holds a Master of Business Administration (M.B.A.) in Cross-Enterprise Integrated Leadership in Business Management from Ivey Business School at Western University, and a Bachelor's Degree in Administrative & Commercial Studies (ACS) from Huron University.

Throughout his career, Brian has held key positions in renowned organizations such as Vice President & Portfolio Manager at 1832 Investment Counsel, Senior Vice President at Fiera Capital Corporation, Vice President & Region Head at TD Wealth, Vice President at Brandes Investment Partners, National Sales Director at Merrill Lynch Investment Managers, and Managed Assets Group at Midland Walwyn Capital Inc.

He is recognized for his integrity, innovative strategies, improved portfolio construction, risk management, and client-centric approach. Brian's reputation is built on accountability, work ethic, differentiated service offering, and flawless execution of client priorities, ensuring superior client experiences and results.

His expertise lies in inter-generational wealth planning, clear and consistent communication, and delivering exceptional client care. Brian Swales is known for his commitment to delivering on his promises and going above and beyond to meet client expectations.