Meet our team
Allan Bramson, BA, CFP®
Director, Wealth Management, Investment Advisor
With over 20 years of investment and financial planning experience, Allan Bramson serves a loyal clientele of affluent families and business owners as a Director, Wealth Management and Investment Advisor at Richardson GMP.
Allan began his investment career at BMO Nesbitt Burns, where he attained the position of Vice President, member of the President’s Council and Assistant Branch Manager. He moved to Macquarie Private Wealth in 2005, which was acquired by Richardson GMP in 2013. Here, he created The Bramson Wealth Group early in 2014 to offer his clients a more robust service platform built on complementary skill sets.
Allan is a Certified Financial Planner (CFP®), has a Bachelor of Arts in Economics from York University and holds a Level II life insurance license. In his personal time, Allan contributes to the University of Toronto Student Co-op Program as a mentor for young people interested in the financial industry.
With a positive attitude, commitment to exceptional client service and strong operational knowledge, Traci’s contribution to our team is immeasurable. She works closely with Allan to assist with portfolio composition and asset allocation and assists him in locating prudent opportunities to maximize returns and minimize risk. Her attention to detail ensures that your account stays on track.
With over 25 years of experience in the investment industry as well as successful completion of the Canadian Securities Course (CSC), the Conducts and Practices Handbook Course (CPH) and the Options and Derivatives Course, Traci is dedicated to servicing your investment needs in a professional, prompt and courteous manner.
Her career began with McLeod Young Weir, which became ScotiaMcLeod. Prior to joining our firm in 2009, Traci worked with BMO Nesbitt Burns.