Brent Retter

My Background

Brent brings 20 years of experience in managing wealth for individuals, corporate clients and foundations. His blue-chip & dividend investment philosophy, commitment to client service, financial planning and frequent client portfolio reviews have been the cornerstones of his practice. Brent's educational background includes a Bachelor of Arts from Dartmouth College and he holds the Chartered Investment Manager (CIM) designation. Brent understands that each client’s wealth management vision is unique and takes a personal approach to every relationship he builds. Trust and integrity are fundamental characteristics of his practice and his role as your fiduciary Portfolio Manager. "It is an honour to work for such a great group of clients. I come into the office every day to ensure we protect and grow their hard earned wealth."