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Brett Phare, FMA, CFP®, CIM®, FCSI®

Market Lead & Senior Private Wealth Specialist

Brett Phare

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Brett Phare

Edmonton, Alberta

“I credit my entrepreneurial spirit, drive for success and team first attitude to my upbringing in the hockey community.”

With over 25 years of experience working in the private wealth industry, I understand the intricacies of high-net-worth clients. I prioritize helping our clients find their ‘why’ – what is the purpose of their money and how can they ensure their hard work in building their wealth is protected. My breadth of expertise includes financial planning, business succession, estate planning, complex high-net-worth banking, corporate lending, and commercial lending.

Beyond the Office

A proud alumnus of the Humboldt Broncos, I'm also a founding member of their alumni association. I'm driven by my family and their support. My wife and I have been together for over 20 years and have a daughter and son who are teens (wish us luck!). Aside from spending time with my family and friends, I have devoted countless hours to coaching the next generation of minor league hockey.