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Brian B. Swales, MBA, CIM
Vice President & Portfolio Manager at 1832 Investment Counsel
Brian B. Swales, MBA, CIM is a Vice President & Portfolio Manager at 1832 Investment Counsel | 1832 Asset Management LP, based in Toronto, Ontario, Canada.1 He has over 25 years of experience in the investment management industry, specializing in serving Ultra High Net Worth clients, Single/Multi Family Offices, and Foundations.12
Key aspects of Brian's professional profile include:
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Current Role: At 1832 Investment Counsel, he focuses on providing client advisory and investment management services, creating personalized long-term financial strategies that combine traditional and alternative investment strategies.1
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Education: He holds a Bachelor's Degree in Administrative & Commercial Studies from the University of Western Ontario - Huron University College and an MBA from Ivey Business School at Western University, where he graduated with distinction as an Ivey Scholar.1
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Previous Experience: Brian has held senior positions at notable financial institutions, including:
- Senior Vice President, Investment Counsellor at Fiera Capital Corporation (2015-2020)
- Vice President & Region Head at TD Wealth - Private Client Group (2012-2015)
- Investment Professional, Regional Director at Brandes Investment Partners (2002-2010)1
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Expertise: He specializes in devising investment solutions that integrate traditional and alternative asset classes, focusing on wealth preservation and tax-efficient growth for Ultra High Net Worth clients.12
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Community Involvement: Brian is actively involved in community service, volunteering with organizations like the Volunteer Readers Program, Pathways to Education, and Out of The Cold. He has also served on the boards of Devil's Glen Country Club and Mad River Golf Club.23
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Professional Certifications: He holds the Chartered Investment Manager (CIM) designation and is licensed as an Advising Representative - Portfolio Manager by the Ontario Securities Commission.1
Brian's approach emphasizes building lasting multi-generational relationships with clients, focusing on their unique financial goals, values, and risk tolerance.123

