Brian Freiburger, Portfolio Manager,Kitchener, ON | TD Wealth

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As Senior Portfolio Manager with TD Wealth Private Investment Counsel, I am committed to providing a high level of personalized service to my clients. I have over 25 years of financial services and investment experience working closely with individuals and families, estates & trusts, corporations and charitable organizations.

As my client, you can expect:

•Ongoing discovery
•Timely reporting
•Comprehensive portfolio reviews tailored to you
•A transparent approach to fees
•Advice and solutions supported by a team of TD specialists focused on helping you achieve your goals

The boutique investment offering at TD Wealth Private Investment Counsel is a leading professional investment management firm managing over $30.2 Billion in assets (as of the end of March 2019). The offering is supported by the same high calibre investment methods and rigour used by TD Asset Management with its institutional clients such as pension funds and foundations.

A Proprietary Discovery Process

My approach to discovering you is comprehensive. The proprietary discovery process that we use applies principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.

First, I'll develop a deep understanding of your needs. Then, we take an integrated approach to help meet those needs. My clients can benefit from my experience in anticipating the complex challenges of growing and protecting wealth. My advice includes thoughtful strategies that consider tax implications, family dynamics, and other priorities. When appropriate, I can engage TD specialists who can assist clients with:

Your Dedicated Relationship Manager

As your dedicated relationship manager, I will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. Through regular contact, I will routinely assess your investment portfolio and goals, ensuring you are introduced to the right specialists at the right time. I will be able to provide you access to specialists across Private Wealth Management and beyond, including:

Circles Brian.PNG

Circles Brian.PNG

ADDITIONAL CONTACT

Branch Office: (519) 885-8483

LANGUAGES

English

EDUCATION

University of Waterloo - B.A. Economics

Meet The Team

Portfolio Manager

Private Client Service Associate

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Covered Call Options and their Tax Treatment

Return of Capital

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Request appointment

Additional TD Specialists

Jo-Anne RyanVice President, Philanthropic Advisory Services

Sandra BusseyHigh Net Worth Planner

Phil BallEstate Planning Advisor

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