Fred Bruun

 I have over ten years of wealth management experience and have worked at one of Canada’s largest bank-owned investment dealers as well as a highly entrepreneurial, niche-oriented boutique investment firm.

In 2008, I joined the predecessor to Macquarie Private Wealth to offer my clients the superior structure and support of a large financial institution along with the independent, entrepreneurial spirit and personal, client-focused service of an investment boutique. Macquarie Private Wealth is an investment firm that truly embodies the best qualities of both the large and small firms for which I have worked.

I hold a B.A. in Economics and Finance from the University of King’s College in Halifax. As well, I have completed various industry designations and courses including Options and Futures; Life Insurance^†; Accident and Sickness Insurance^†; and Disability Insurance^†. I am also a Certified Financial Planner (CFP), the only internationally recognized financial planning designation.

Outside of work, I enjoy spending time with my wife and two daughters. I am also involved with various charitable endeavours, including the Board of Directors for the Callahan Foundation, which provides grants for deserving medical students as a vital service to our community. I also sit on the Upper Canada College Association Council, and have held various volunteer roles at UCC for 15 years.

^†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.