Brandon Davis - Lean in Canada

CPA, CA, MBA, Institutional Associate at PH&N Institutional

As an Associate for PH&N’s institutional wealth management practice, Brandon works with other Associates and Institutional Portfolio Managers to maintain client relationships and communicate specific investment expertise, particularly surrounding fixed income strategies. Prior to joining PH&N, Brandon completed a 2-year rotational program with RBC Wealth Management working in various roles including strategy, equity research and investment product advisory. Brandon completed his MBA at University of Toronto, and before that earned the CPA/CA designation from his time in public accounting. Brandon enjoys running and traveling, and is currently pursuing the CFA designation.



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