Brandon de Assuncao

Background

About Brandon de Assuncao

As an Investment Advisor at Caldwell Securities Ltd, I help high-income Canadians achieve their financial goals by applying a macroeconomic approach to investing. I work with a diverse range of clients, from individuals to corporations, and tailor my advice to their risk capacity and tolerance, investment objectives, and personal investment goals. I have a strong background in economics, having graduated with a BA in Economics from Mount Allison University in 2020. I also hold multiple certifications from the Canadian Securities Institute. I have developed expertise in digital alternative investments, such as cryptocurrencies and digital assets, as well as traditional domestic and global equities. I collaborate with Certified Financial Planners and Portfolio Managers to provide optimal asset allocation and risk-adjusted returns for my clients. I am passionate about finding innovative and effective solutions for complex financial challenges. The Canadian Investment Regulatory Organization regulates Caldwell Securities Ltd. and is a member of the Canadian Investor Protection Fund.