As a Portfolio Manager, Brodie takes an in-depth approach to understand your unique situation and provides purposeful recommendations to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning. Brodie joined our team in 2013, but began his career in the investment industry in 2007 after completing his Bachelor of Commerce degree at the University of Alberta. He also holds the Chartered Financial Analyst and Chartered Investment Manager designations. Brodie forges long-lasting partnerships with clients and embodies a collaborative, holistic approach. Brodie and his wife Kim, have two children, Nixon and their new baby girl Hartley.