Senior Vice President, Investment Counsellor
Brian Swales joined Fiera Capital in September 2015 as Senior Vice President, Investment Counsellor. He has more than 25 years of experience in the investment management industry serving high net worth families across numerous roles. Mr. Swales joined Merrill Lynch in 1994 as a research analyst and was promoted to VP at age 26, entrusted to run the firm’s Managed Assets Group serving the firm’s high net worth clients. He then became National Sales Director, overseeing sales, marketing and product portfolio management of Merrill Lynch’s asset management services in Canada. Mr. Swales spent 10 years building Brandes Investment Partners in Canada. At TD’s Wealth Management group, he ran TD’s high net worth integrated platform in the Greater Toronto Area (GTA), advising UHNW families, E&Fs and trusts.
Mr. Swales graduated from Western University (UWO) in Business Administration (1990), completed his MBA at the Richard Ivey School of Business graduating with Honours – Ivey Scholar, and is a Certified Investment Manager (CIM) and a Partner, Director & Senior Officer (PDO).
Mr. Swales is actively involved in his community, coaching various youth sports teams for the last 10 years including hockey, soccer and baseball. He also volunteers with and is involved in a number of not-for-profit organizations, including Volunteer Readers Programme (VRP), Pathways to Education and Out of The Cold. Mr. Swales is a past Director at Devil’s Glen Country Club where he served for 5 years. He is currently a Board Member at Mad River Golf Club in Creemore, Ontario where he sits on the Governance and Nominating Board Committee.