RIA: Certified Alicja Brown is a Senior Wealth Advisor with CIBC Wood Gundy, dedicated to helping individuals and families align their wealth with their values through personalized investment strategies.
She specializes in developing comprehensive wealth plans that integrate Environmental, Social and Governance (ESG) factors to manage risk, enhance long-term returns, and drive positive impact. Alicja’s mission is to empower her clients to confidently navigate complex financial decisions and achieve their long-term objectives in a rapidly evolving economy.
Alicja holds the Responsible Investment Advisor Certification (RIAC), the Certified Financial Planner (CFP) designation, and is a Chartered Investment Manager (CIM). She was named a Fellow of the Canadian Securities Institute (FCSI) in 2024 and was honoured to serve on the Board of the Responsible Investment Association of Canada for six years. She passionately looks forward to a future where ESG integration is standard practice in the investment selection process.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Other
Minimum Account Size
$500,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Provinces Licensed In
- Alberta
- British Columbia
- Ontario