C. Brett Phare
CFP®, CIM, FCSI
Investment Counselor, ATB Investment Management
Strategic. Resilient. Relationship-focused.
Brett Phare is an Investment Counselor based out of Edmonton, with secondary locations in Lloydminster, Fort McMurray, and Grand Prairie. Brett holds designations as a CERTIFIED FINANCIAL PLANNER® professional, Chartered Investment Manager (CIM®) and Financial Management Advisor (FMA), and is a Fellow of CSI (FCSI®), bringing more than 25 years of experience to his role.
Helping Clients Find Their Why
Throughout his career, Brett has focused on helping his clients find their ‘why’ by connecting their wealth with their life goals. He focuses on creating comprehensive strategies that integrate clients’ cash flow, tax efficiency, retirement planning, business successions and legacy planning to help his clients make confident decisions. Brett works with business owners, corporate executives, professionals, and multi-generational families with complex wealth planning needs.
Beyond the Office
Outside of the office, Brett's greatest passion is his family; he enjoys supporting his children's activities, especially hockey, skiing in the Rockies, spending time outdoors and travelling with his wife Andrea. He also mentors others and stays involved with his local community.
Contact me
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CFP® and Certified Financial Planner® are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). FP Canada is the marks licensing authority for the CFP Marks in Canada, through agreement with FPSB. QAFP® and QUALIFIED ASSOCIATE FINANCIAL PLANNER™ are certification marks of FP Canada. Used under license.
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ATB Investment Management Inc. is registered as a Portfolio Manager across various Canadian securities commissions with the Alberta Securities Commission (ASC) being its principal regulator. ATBIM is also registered as an Investment Fund Manager who manages the ATB Funds. ATBIM is a wholly owned subsidiary of ATB Financial and is a licensed user of the registered trademark ATB Wealth.