Brandon Davies

Cross Border Financial Planner

CFP, CIM, CLU, TEP
Email: bdavies@mcacrossborder.com
Telephone: 647-249-2908

Brandon is a Cross Border Financial Planner at MCA Cross Border Advisors Inc.

Brandon is a Cross Border Financial Planner at MCA Cross Border Advisors Inc. With over ten years of experience as a Financial Planner, Brandon is highly skilled in handling complex financial planning questions for high-net-worth individuals.  He is results oriented and passionate about working with clients to develop comprehensive financial plans that incorporate the best of cross border investment, tax, and estate planning.

Brandon came to MCA with experience as a Financial Planner from TD Wealth and Scotia Bank.  There he developed extensive knowledge of retirement, asset and risk management.  Previous to that, Brandon was a Financial Advisor at CIBC. 

Brandon loves the outdoors and enjoys hiking and camping.  Indoors, he likes to read and spend time with family and friends.  Brandon travels whenever he has the opportunity and especially loves Asia and Europe.

Education
  • Financial Services Diploma, Fanshawe College, 2011
Certifications & Memberships
  • Certified Financial Planner (CFP), Canada
  • Chartered Investment Manager (CIM), Canada
  • Fellow of CSI (FCSI), Canada
  • Certified Life Underwriter (CLU), Canada
  • Trust & Estate Practitioner (TEP), Canada

CROSS BORDER PROFESSIONALS

Matt C. Altro

Matt C. Altro

President & CEO

Alex Dubrovsky

Alex Dubrovsky

Vice-President – Investment Services

Sherry Zheng

Sherry Zheng

Vice-President - Tax Services

Elena Trigiani

Elena Trigiani

Manager of Operations

Jonah Ravel

Jonah Ravel

Director - Cross Border Financial Planning

Irina Matco

Irina Matco

Director - Cross Border Financial Planning

Ilaria Defendi

Ilaria Defendi

Senior Cross Border Financial Planner

Nancy Zheng

Nancy Zheng

Tax Manager

Madhuri Bhat

Madhuri Bhat

Tax Manager

Brandon Davies

Brandon Davies

Cross Border Financial Planner

Brad Hemphill

Brad Hemphill

Cross Border Financial Planner

Jessica Lachance

Jessica Lachance

Cross Border Financial Planner

Daniel Williamson

Daniel Williamson

Cross Border Financial Planner

Lissa Anderson

Lissa Anderson

Assoc. Cross Border Financial Planner

Kelvin So

Kelvin So

Investment Analyst

Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

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