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My Investment Team
My team will provide you with comprehensive financial planning and investment expertise. We are backed by superb research, analysis and administrative support that enables us to provide you with exceptional service. Our goal is to exceed your expectations and to build a long-term relationship with you and your family.
Allan Bramson, BA, CFP — Senior Vice President, Branch Manager
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With over 17 years of investment and financial planning experience, Allan Bramson is a Senior Vice President, Branch Manager and Investment Advisor at the Toronto branch of Macquarie Private Wealth Inc.
Prior to joining the predecessor firm to Macquarie Private Wealth in 2005, Allan spent just over a decade at BMO Nesbitt Burns. During his tenure there, he became a Vice President, was a member of the President’s Council, and was promoted to Assistant Branch Manager.
Allan is a Certified Financial Planner (CFP). The CFP is the world standard for financial planning accreditation, and is obtained and held through a combination of industry experience, rigorous examination, and continuous education. As a CFP, Allan is knowledgeable in all areas of financial planning, and adheres to the professional and ethical standards set forth by the Financial Planners Standards Council (FPSC). Committed to providing the professional service the FPSC requires of him, Allan has also completed the Canadian Securities Course, the Conduct and Practices Handbook Course, the Professional Financial Planner Course, the Registered Representative Manual Exam, the Option Supervisors Course, and the Branch Managers Course. In addition, he is a Level II Life Insurance† agent.
He donates his time to the University of Toronto Student Co-op Program as a mentor for students interested in the financial industry. He is a proud sponsor of the North Toronto Minor Atom Select Hockey Team and The United Way. Allan spends his spare time at The Donalda, Wildfire and Cambridge Clubs. Allan was born and raised in Toronto and resides in the St. Andrews area with his wife and two children.
Allan has a Bachelor of Arts in Economics from York University. |
Frances Greenwood — Associate Investment Advisor
Frances Greenwood brings more than 20 years of experience in the financial sector including 10 years as a manager at a mid-sized trust company. During her tenure there, Frances was responsible for the company's investment portfolios in both the Fixed Income and Equity markets, as well as management of their Toronto branch.
It was a natural career progression for Frances to become an Investment Advisor when she was invited to join Midland Walwyn in 1996. Over the past 10 years she has further refined her financial planning and investment skills to provide her clients with the highest level of service personalization. Her vast knowledge and experience are tremendous assets to our clients.
†Insurance products and services are offered by life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc.
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