Imran Syed, BA CFP CFSB CIM TEP FCSI
Managing Director | Brandenburg Capital Strategies and Brandenburg Private Wealth
Portfolio Manager and Investment Counsellor | Worldsource Securities Inc.
After founding and serving as the managing director of Pallenburg Wealth Management for 10 years, Imran established a Fee Only advisory practice, Brandenburg Capital Strategies in 2011.
Reflecting Imran’s new credentials as a Portfolio Manager, in 2017, he founded Brandenburg Private Wealth as a bespoke, Fee Only, High Net Worth Advisory Practice offering Discretionary Portfolio Management for affluent clients.
With almost 30 years of experience, he has been advising affluent delegators to help simplify their complex financial affairs, providing comprehensive investment management and financial planning services and assisting with Preserving, Protecting and Transferring Family Wealth.
A graduate of Carleton University, a Certified Financial Planner (CFP), Chartered Financial Services Broker (CFSB), Trust and Estate Practitioner (TEP), Chartered Investment Manager (CIM) and now Fellow of the Canadian Securities Institute (FCSI), Imran previously served on the Board of Directors of ADVOCIS, (Canada’s largest association of financial advisors).
Imran was recognized as one of the elite Top 40 under 40 by the Ottawa Business Journal, the first Wealth Advisor in Ottawa to win this award. He was also honoured as a Distinguished Graduate by Carleton University and a Community Local Hero award recipient by the Province of Ontario.
He has written for the Ottawa Citizen as a financial planning expert and has had numerous articles published in the National Post, Toronto Star, Vancouver Sun, Edmonton Journal and Calgary Herald among others.
Imran works with affluent delegators in simplifying their complex financial affairs and approaches wealth management from a holistic perspective. With his background in financial planning your entire financial situation is taken into account and not just your investment portfolio.
Brandenburg specializes in conflict free advice as they work on a Fee Only basis, where they are compensated by the services that they provide and the assets that they manage as opposed to traditional sales and product commissions.
We usually work with client portfolios in excess of $750,000.
New clients accepted by referral only.
Email: imran@brandenburg.ca
