Allan Bramson

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). Allan also has a Bachelor of Arts in Economics from York University and 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.

^†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.