Erik Brandt
Client Portfolio Manager @Guardian Capital Advisors
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WORK HISTORY
Client Portfolio Manager @Guardian Capital Advisors
Toronto, ON, CA
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EDUCATION
Laurentian University/Université Laurentienne
Bachelor of Commerce (B.Com.)
ABOUT ERIK BRANDT
I’m passionate about helping my clients’ money work “overtime” for them. I don’t believe in a one-size-fits-all approach to wealth accumulation. That’s why every client I work with receives a customized investment strategy designed just for them. I believe this makes me different in an industry that often emphasises client acquisition over truly thoughtful asset management. Enhanced Wealth Building Strategies available to you: • Access Guardian Capital’s investment expertise through high-conviction, quality growth strategies • Alternative investments that are not dependent on the direction of interest rates or the stock market • Lesser-known smaller companies not yet appreciated by the wider investing public (a great approach to maximizing tax-free growth in your TFSA) • Disciplined use of margin to enhance the growth of your capital tax-efficiently While an appropriate investment strategy is important, it should be complemented with a comprehensive wealth plan. Through Guardian and our extensive network of professionals, I can help you answer questions such as: • How much can I expect to have in retirement? How much can I spend in retirement? • Do I need insurance? Is my current coverage appropriate for me? • Business Owners: Is your corporate structure the right fit for your business? • Should you invest within your corporation, an investment holding company, or contribute to your RRSP and TFSA? • How can I optimize cashflow in retirement? If you’d like to learn about my free Wealth Assessment, email me at e••••••@guardiancapital.com or book an appointment here: https://bit.ly/4aSTLHw
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