FRED BRUUN, CIM, FCSI, CFP
Associate Director, Investment Advisor
Our vision
Overview
As a Certified Financial Planner (CFP), I ensure that sound financial planning strategies provide a firm foundation for everything I do on behalf of my investors. It is important to make decisions on a broad basis about where you want to go before thinking on a micro level about how you are going to get there.
Representing investors ranging from young businesspeople to retirees, I focus on satisfying my diverse clientele through a comprehensive, conservative, disciplined approach to wealth management and a commitment to providing objective advice.
Most of my clients are affluent investors with an entrepreneurial mindset who demand a high degree of customization, so my practice provides a range of options. Following a truly client-focused philosophy, I am happy to deliver what my clients want rather than follow an established formula of what I wish to offer.
Some clients prefer to use a traditional security selection approach to investment management, and rely on me for customized portfolio construction and analytical support. Others opt to invest for long-term, reliable growth through a combination of stocks, funds, and bonds through the unique and exceptional Macquarie Integrated Managed Account (IMA) platform.
Testimonials
"With Fred Bruun, one can expect great individual service. We personally benefited through a very difficult period in the markets because of his conservative approach. We are feeling quite secure and pleased that our portfolios outperformed during the financial market crisis. The performance of our portfolio, combined with Fred's easy manner, were the deciding factors in our transferring to his new firm."
- Martha and Martin, Toronto
"Fred Bruun and Steve Gaull are knowledgeable investment professionals with market sense and foresight. My RRSP has been administered in an exemplary manner and I can recommend their services without reservation."
- Craig Pearn, Cobble Hill, BC
"I highly recommend the financial advisory services provided by Fred Bruun and Steve Gaull to my friends and associates because I am comfortable having them manage my finances. They use prudent strategy that utilizes a deep understanding of market and sector conditions. They will not change their approach based on the news of the week but they constantly assess conditions so not to ignore forces that demand a shift in position if necessary. Fred's recommendations have provided relative stability and he has emitted a feeling of calm during very turbulent times. Fred and Steve are always easy to reach and respectful and patient when I want to discuss an issue. These are exactly the things I need from them."
- Steven Morantz, Thornhill, Ontario
"I have been pursued by many financial advisors over the years; however, the majority lacked in education, experience and, most importantly, the commitment to treat someone else's investment as if it were their own. Fred earned our business by addressing our needs and concerns, offering tangible advice and clearly demonstrating his understanding of the financial landscape."
- J W, Oakville