- Barbara A PuttickBrandonTeam at Edward Jones
- Portfolio management and investment advice
- Brenden P BertrandBrandonTeam at Edward Jones
- Portfolio management and investment advice
- Brosseau Wealth ManagementBrandonTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Carter McKibbinBrandonTeam at Edward Jones
- Portfolio management and investment advice
- Damilola AdejumoBrandonTeam at IG Wealth Management
- Portfolio management and investment advice
4 advisors
- David WiebeBrandonTeam at Edward Jones
- Portfolio management and investment advice
- Team at RBC Dominion Securities
- Portfolio management and investment advice
- Jennifer McmillanBrandonTeam at IG Wealth Management
- Portfolio management and investment advice
6 advisors
- Kerry AuriatBrandonTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Kristen A NerbasBrandonTeam at Edward Jones
- Portfolio management and investment advice
- Michael BouchardBrandonTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Nestibo Wealth ManagementBrandonTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Perry DoullBrandonTeam at Edward Jones
- Portfolio management and investment advice
- Renjie ZhengBrandonTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Rick HarrisBrandonTeam at IG Wealth Management
- Portfolio management and investment advice
3 advisors
- Tami RourkeBrandonTeam at IG Wealth Management
- Portfolio management and investment advice
- Wes RushtonBrandonTeam at IG Wealth Management
- Portfolio management and investment advice
- Zane SawyerBrandonTeam at IG Wealth Management
- Portfolio management and investment advice
6 advisors
Brandon in figures
Source: Statistics Canada, 2021 Census of Population (2020 incomes).
Wealth planning issues in Brandon
Doctor or health professional in Brandon: incorporate and plan retirement?
17.6% of jobs in Brandon are in this sector, against 13% across Canada (2021 census). A professional corporation, salary or dividends, and retirement without an employer plan: these choices are made early.
How to reduce capital gains tax in Brandon?
10.4% of tax filers in the Brandon area report capital gains. Timing sales, carrying losses forward, donating securities: a schedule avoids overpaying tax.
Where to invest your savings in Brandon: RRSP or TFSA?
Only 28.3% of tax filers in the Brandon area report dividend or interest income (Statistics Canada). Much of the savings sits idle: RRSP, TFSA and diversified investments change that.
RRSP or TFSA? →Savings and high incomes in the Brandon area
Among people with income in the Brandon area, in 2023:
Source: Statistics Canada, tables 11-10-0044-01 (RRSP contributors) and 11-10-0055-01 (high income tax filers, national thresholds, total income), 2023; T1 Family File, tables 11-10-0004-01, 11-10-0007-01, 11-10-0067-01 and 11-10-0070-01, 2023. Census metropolitan area or agglomeration.
Frequently asked questions
How many financial advisory firms are there in Brandon?
Advisor Index lists 18 advisory teams and firms in Brandon, Manitoba: independent firms whose website shows their registration, and teams published by the large networks in their advisor locators.
How do I check a financial advisor in Brandon?
Look the person up in CIRO's AdvisorReport and with your provincial securities regulator, ask which credential they hold (CFP, QAFP, or a title protected by your province), and ask how they are paid: fees, commissions on products, or both.
Other cities in Manitoba
- Winnipeg · 170
- Flin Flon · 3
- Dauphin · 2
- Roblin · 2
- St. Brandon · 2
- Swan River · 2
- Winkler · 2
Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.