Brent Barrie, LL.B., CFA, CIM, CFP

Home / Brent Barrie, LL.B., CFA, CIM, CFP

Brent BarrieFamily Office DirectorRIA Advisor Logo 2014 web
First Affiliated Family Office Group Inc.

330 – 1801 Hollis Street
Halifax, Nova Scotia, B3J 3N4

Website |Linkedin

Brent Barrie is the Family Office Director for First Affiliated Holdings in Halifax. Brent has a breadth of financial and business management experience earned over 17 years in the financial industry.

A lawyer by training and graduate of Dalhousie Law School, Brent worked for six years with CIBC Trust where he managed the financial needs of clients across Atlantic Canada. During this time he earned the Certified Financial Planner and Canadian Investment Manager designations, and began the process of earning the Chartered Financial Analyst designation, awarded in 2002.

For eleven years, Brent worked at SEAMARK Asset Management Ltd., including three years as Chief Executive Officer. He assisted with the transition from wholly owned subsidiary of Manulife Financial to a publicly traded company focussed on pension, endowment, and high net worth client portfolio management. In addition to managing the business, his duties included regulatory and compliance responsibilities, investment research, and servicing the needs of institutional and private clients across Canada.

Brent is extremely pleased to introduce FA’s integrated health, wealth and lifestyle management services to Atlantic Canadian professionals, business owners, and their families. Brent is a member of the Atlantic Canada CFA Society. He also serves as a Director of the Responsible Investment Association, an industry organization that promotes awareness of the impact of environmental, social, and governance factors on the public markets in Canada.



Our Sustaining Members

AGF
NEI
OceanRock
CIBC

RBC GAM
Sustainalytics
Addenda Capital

Associate Members

Mackenzie Investments
HSBC
HighView Financial Group
CI Investments
Russell Investments
TD Bank Group
Franklin Templeton
Leede Jones Gable Inc.
Jarislowsky Fraser
The CUMIS Group
The Co-operators
Connor, Clark & Lunn Private Capital
CIBC Wood Gundy
Vigeo Eiris
BMO Global Asset Management
Aequitas NEO Exchange Inc.
ISS
Fiera Capital
Encasa Financial
Bullion Management Group Inc.
SHARE
Global Alpha Capital Management
Genus
Oikocredit
Vancity Credit Union
Servus Credit Union
MSCI
Groupe Investissement Responsable
Guardian Ethical Management
Desjardins
ClearBridge Investments
La Caisse d’économie solidaire Desjardins
Bloomberg
Assiniboine Credit Union
Amundi Asset Management
Alterna Savings
Kindred Credit Union
Phillips, Hager & North Investment Management
IA Clarington Investments

Supporting Members

Evolve Funds
SAGE Connected Investing
Etho Capital
Changequity
Starboard Wealth Planners
The Smallwood Harvey Financial Group
Cash Management Group
The Wooding Group
Blue Heron Advisory Group
CoPower