Senior Investment Advisor & Portfolio Manager
Brent Koskimaki is a Portfolio Manager and Senior Investment Advisor at Wellington-Altus Private Wealth. He holds the Chartered Investment Manager (CIM®) designation and has completed Level 1 of the CFA®. With over two decades of experience as an investment advisor, Brent has developed a unique ability to find the right portfolio and the right long-term approach for each client he works with. His view is that, above all, you genuinely need to know your client, which can only come from long-term consistent contact and review, opening the door to financial security and comfort.
Brent is married to his amazing wife Teresa and has two rambunctious boys, ages seven and four. He still enjoys performing as a live musician on occasion.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.