Brian Jones, BA, CIM, CSWP, FCSI
As a vice president, portfolio manager, and investment advisor with TD Wealth, Brian Jones has dedicated his entire 20-year career to helping people manage their wealth to achieve their goals and reach their dreams. As a wealth manager, he incorporates how the economy works with stocks and believes it’s important to walk each client through everything to help them interpret and understand their investments. He is an economist and an award-winning financial advisor committed to academics, a citizen dedicated to philanthropic causes who has raised over $2 million for his local community, and an ambitious athlete whose prowess has taken him from professional sports to the top of Mt. Kilimanjaro. One might say Brian is the quintessential Renaissance man.
Brian is a fellow in the Canadian Securities Institute, a Certified International Wealth Manager, and a Canadian investment advisor whose skill and commitment to the field has garnered multiple awards, including Advisor of the Year in Canada by Advisor Magazine and being twice ranked as a Top 7 Portfolio Manager of the Year in Canada by Wealth Professional Magazine. He draws from his vast knowledge across the universe of finance and economics to deliver solid results for his clients. In addition to the insight gained over his two decades of experience in the field, he harnesses his knowledge from a cache of degrees and certifications. He holds a bachelor’s degree from UNB in economics and military history, and he is a graduate of the SIFMA program at Wharton School of Business, Negotiation Essentials at Notre Dame Mendoza College of Business, Advanced Risk and Investment Management at Yale School of Management and a graduate of Authentic Leadership Development at Harvard Business School.
Committed to community, Brian uses his success to contribute to the betterment of people’s lives, taking much of the profits he makes and putting it back into the community. However, he not only commits money to causes, he gets involved hands-on to learn about the charities he supports, which include kids at risk, autism, The Hospital Foundation, and mental awareness and homelessness. To generate awareness to the plight of the homeless population, Brian spent a week homeless in his hometown. For other charities, he and a friend walked the length of New Brunswick for Liberty Lane, a second-stage housing program for women at risk, and spent a week on the top of a transport for local food banks.
A lifelong athlete, Brian is a former professional rugby player and the first person in New Brunswick to ski to both the North and South Poles, and he uses his skill to help community causes. In support of charities, he has climbed Mt. Kilimanjaro and Mt. Vinson, Antarctica, and has run Ultra marathons in The Sahara, Gobi, Atacama, and Wadi Rum deserts. “When I go to the Poles and these deserts, it’s a large learning experience; a lot of grit and dedication goes into it. I get out to go share this with the kids I work with. I also take into consideration everything going, on such as racial issues and COVID,” he shares.
Brian Jones, BA, CIM, CSWP, FCSI
Vice President, Portfolio Manager and Investment Advisor — TD Wealth
77 Westmorland Street, Suite 570
Fredericton NB E3B 6Z3
LinkedIn: Brian Jones