Erik Brandt is a Client Portfolio Manager, Guardian Capital Advisors LP (GCA). He joined GCA in 2020 and has a responsibility to work with and manage portfolios and asset mix for high-net-worth and ultra-high-net-worth individuals and families, and private foundations and small endowments. Erik will play an integral part in developing and leading business initiatives to expand GCA’s private client business.
Erik’s career in the financial services industry began in 2004 when he joined CI Investments. While there, he progressively assumed more responsibility, ultimately acting as an Account Manager servicing institutional insurance clients. Directly before joining GCA, Erik spent eight years at Stonegate Private Counsel most recently as a Director, Investment Management. While at Stonegate Private Counsel, Erik helped them rapidly grow their business while being actively involved in supporting his clients and overseeing portfolio models and strategies.
Erik graduated with a Bachelor of Commerce degree from Laurentian University. He holds the CFA® and CIM® designations.