Brian Trafford CFP, B. Comm
CHIEF INVESTMENT OFFICER
After a successful sales career with Canon and Minolta and building some of the largest mailrooms in Alberta for Neopost, Brian Trafford made a life-changing decision to enter the financial services industry.
In 2006, Brian joined BMO Nesbitt Burns as an Investment Advisor where he spent the next seven years learning his craft and becoming a specialist in the field of wealth management.
In 2013 Brian joined CH Financial Ltd. (formerly Clark Hetherington Financial.). For the past six years, Brian has been committed to providing the best solutions for our clients, specializing in tax, investment, insurance, estate and financial planning.
Brian is highly specialized in wealth creation and has a passion for life long learning. He received his Bachelor of Commerce degree from the University of Alberta in 1988, and has completed the CSC, CPH, and WME securities courses, as well as obtaining his Life License (LLQP), and Certified Financial Planner (CFP) designation from the Financial Planning Standards Council.
Brian is actively involved with both his church and the Knights of Columbus, taking on the roles of Deputy Grand Knight (2014-16), Grand Knight (2016-18), and now as Chancellor for his parish Council. He also enjoys serving as a lay instructor to both current and prospective Catholics.
Brian spends his free time reading, travelling with his wife Julia and studying history, politics, theology and philosophy as his hobbies. Brian and Julia have two sons, Josh and Jordan.
Mutual Funds Provided through FundEx Investments Inc.