Brian Doell

Background

About Brian Doell

I believe that a Portfolio Manager should be more than a stock picker. In addition to providing excellent management of their investments, I help clients manage all aspects of their Wealth so they can pursue their passions in life knowing their finances are in order. This involves everything from Will & Estate Planning, Investment and risk management to getting the most out of Philanthropy. Here's what Brian's clients are saying about him: Question. What were some of the reasons you hired me? Answer."When I met you, I thought, here is a pleasant, optimistic & honest person. Brad S. Question. How would you describe the Real Value that I have provided to you? Answer."Trust and Confidence in Brian's and Scotia Wealth ability. Can retire at an earlier age. If I work part-time, it's icing on the cake. A friendship and trust has been built. Question. How are you going to measure my success going forward? Answer."Proactivity. Are we reacting appropriately to ebs and flows of investing. What's important is how we respond & timeliness of how we respond." Q. Is there anything I have been providing that hasn't met your expectations? Answer."No. You don't leave any stone unturned. If I don't bring it up, you bring it up." Q. So you like working with Brian? Answer. Is a 10 pound robin fat?