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Joseph D. Brook, B.Sc., FMA®., CIM®., FCSI®

Joseph D. Brook, B.Sc., FMA®., CIM®., FCSI®

Investment Advisor

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  • Timeline

  • About me

    Portfolio Manager I Podcast Host I Coffee Break Investment Updates

  • Education

    • Wilfrid Laurier University

      1993 - 1997
      Dipl. Bus. Admin Business, Accounting, Investing

      Activities and Societies: Licenced with my Canadian Securities License 1996 Preparation for Gmats and MBA program

    • University of Guelph

      1989 - 1993
      Bachelor's of Biological Science Biology/Biological Sciences

    • University of Guelph

      1989 - 1993
      B.Sc Biological Sciences

      Activities and Societies: Equestrian Research Center - 3 years Coelacanth exhibit - Zoology / Icthyology / Rom exhibition

  • Experience

    • RBC Dominion Securities

      Sept 1998 - Sept 2003
      Investment Advisor

      Investment Advisor at RBC DS during the Long Term Capital Crisis and the collapse of the Technology bubble / 911

    • DundeeWealth Inc.

      Sept 2003 - Apr 2016
      Portfolio Manager & Investment Advisor

    • Echelon Wealth Partners

      Apr 2016 - Oct 2021
      Portfolio Manager & Investment Advisor

    • Raymond James Investment Counsel Ltd.

      Oct 2021 - now
      Portfolio Manager & Investment Advisor at BrookWagman Private Wealth

  • Licenses & Certifications

    • Financial Services Commission of Ontario

      Financial Services Commission of Ontario
      Dec 2000

    • Fellowship of the Canadian Securities Institute

      Canadian Securities Institute
      Nov 2002

    • Financial Management Advisor. (FMA)

      Canadian Securities Institute
      Aug 2002

    • Certified Investment Manager (CIM)

      Canadian Securities Institute
      Jul 2002

    • Portfolio Manager with Ontario Securities Commission

      Ontario Securities Commission
      Oct 2021