Brandon Davies
Senior Cross Border Financial Planner
CFP, CIM, CLU, TEP
Email: bdavies@mcacrossborder.com
Telephone: 647-249-2908
Brandon is a Senior Cross Border Financial Planner at MCA Cross Border Advisors Inc.
Brandon is a Senior 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
- Chartered Life Underwriter (CLU), Canada
- Trust & Estate Practitioner (TEP), Canada
CROSS BORDER PROFESSIONALS
Casper Wong
Senior Cross Border Tax Associate
Nakeita McKnight-Monrose
Client Services & Administration Specialist
Raeline Moreau
Client Services & Operations Coodinator
