Senior Vice-President, Investment Advisor & Branch Manager
With over 25 years of investment and financial planning experience, Allan Bramson serves a loyal clientele of affluent families and business owners.
Allan began his investment career at BMO Nesbitt Burns, rising to the role of Vice President, member of the President’s Council and Assistant Branch Manager before moving to Macquarie Private Wealth in 2005, which was acquired by Richardson GMP in 2013. Here, he created The Bramson Wealth Group to offer a one-to-one approach to wealth management. He Joined Canaccord Genuity Wealth Management in 2018 and manages the Toronto office.
Allan is a Certified Financial Planner (CFP®), has a Bachelor of Arts in Economics from York University and holds a Level II life insurance license. In his personal time, Allan contributes to the University of Toronto Student Co-op Program as a mentor for young people interested in the financial industry.
Robert Crocker, CIM
Rob has worked in the financial services industry in Toronto for nearly a decade. Prior to joining CGWM, Rob served as an investment advisor at BMO Nesbitt Burns. A graduate of Dalhousie University, he is a Chartered Investment Manager (CIM) and is licensed to trade options and futures. Rob understands that each client is unique and works to tailor solutions that fit each investors’ individual needs. With a keen interest in the alternative investment space, Rob is able to identify investment opportunities that other advisors tend to ignore. An avid golfer, tennis player, and snowboarder, Rob spends most of his time outside of the office in the outdoors.
Associate Investment Advisor & Branch Administrator
With a positive attitude, commitment to exceptional client service and strong operational knowledge, Traci’s contribution to our team is immeasurable. She works closely with Allan to assist with portfolio composition and asset allocation and assists him in locating prudent opportunities to maximize returns and minimize risk. Her attention to detail helps ensure that your account stays on track.
With over 25 years of experience in the investment industry as well as successful completion of the Canadian Securities Course (CSC), the Conducts and Practices Handbook Course (CPH) and the Options and Derivatives Course, Traci is dedicated to servicing your investment needs in a professional, prompt and courteous manner.