Brett Phare, FMA, CFP®, CIM®, FCSI®
Market Lead & Senior Private Wealth Specialist
With over 20 years of experience working in the private wealth industry, Brett deeply understands the intricacies of high-net-worth clients. In his role as Market Lead & Senior Private Wealth Specialist, he draws from this well of knowledge to lead the growth strategy for the Private Wealth Specialist team while continuing to support the CWB branch network in Edmonton and Northern Alberta.
Brett’s ambition to see his clients succeed has awarded him recognition as a top advisor in his previous role at one of the Big Five Banks. His approach begins with helping clients find their ‘why’ – that is, the purpose of their money. From there, he works with them to ensure the wealth they’ve worked hard to build is protected and positioned for growth. His breadth of expertise includes financial planning, business succession, estate planning, complex high-net-worth banking, corporate lending, and commercial lending.
Beyond the Office
Brett is a proud alumni of the Humboldt Broncos and a founding member of the Humboldt Broncos Alumni Association. He is driven by his family and their support. Brett and his wife have been together for over 20 years and have a daughter and son who are just about to enter their pre-teen years (wish them luck!). Aside from spending time with his family and friends, he has devoted countless hours to coaching the next generation of minor league hockey.
“I credit my entrepreneurial spirit, drive for success and team first attitude to my upbringing in the hockey community.”