“HAPPINESS [is] ONLY REAL WHEN SHARED” -- Jon HAPPINESS [is] ONLY REAL WHEN...

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“HAPPINESS [is] ONLY REAL WHEN SHARED” -- Jon Krakauer, Into the Wild Brian Jones; philanthropist, adventurer, TD Wealth Investment Advisor, rugby player, and 45 year old father to 9-year old River Lee and 11- year old Forest Rain; was born in Fredericton, NB where he currently resides with his family. Brian graduated from UNB Fredericton in 1994 with a Bachelor of Arts majoring in Military History and Economics. He has successfully completed the Ch.P Strategic Wealth Course, the highest designation that can be achieved through the Canadian Securities Institute, as well as the Negotiation Essentials course at Notre Dame University. Brian has earned a Professional Financial Planning designation, is a CIWM (Certified International Wealth Manager), CIM (Canadian Investment Manager) and a FMA (Financial Management Advisor). Brian is also a Fellow in the Canadian Securities Institute and is a member of the Securities Industry Institute in the USA at the Wharton School of Business. Brian is currently enrolled in an executive training course, the Certificate in Risk and Investment Management, at the Yale School of Management and was named by Wealth Professional magazine as one of Canada’s Top 50 Advisors for 2014. Brian began his advisory career at RBC Dominion Securities in Fredericton, where he was member of their Presidents Club from 2000-2003, and in 2003-04, he was named “Advisor of the Year” by Advisor Magazine. It was in November of 2005, that Brian opened the TD Wealth Private Investment Advice office in Fredericton. He was named Branch Manager & Vice President upon joining TD Wealth. Brian then obtained the Portfolio Manager designation. In addition, his TD Wealth branch was named as the runner up to TD "Branch of the Year" in 2006. Brian has had articles published in several magazines, the Globe and Mail and has been on the Business News Network's (formerly ROB-TV) Money Talk hosted by Patricia Lovett-Reid. In his hometown, Brian was on the District Council for IIROC in New Brunswick and was a member of the TD Wealth Manager Advisory Council. He is also actively involved in the Community of Fredericton. He is a member of the Loyalist Rugby Club and was the first person from New Brunswick to sign a professional contract to play rugby in France in 1994. He still plays rugby and several other sports recreationally. Brian has been on several boards and fundraisers including his climb to Mount Kilimanjaro for the South Devon School. He was the chair for the Green Matters Campaign for TD, which provided over 15,000 CFL light bulbs to the City of Fredericton. In November 2006, he chaired the Bruno Bobak Roast, where they raised over $50,000 for the Beaverbrook Art Gallery - the largest fundraiser in the history of the Gallery.

Transcript of “HAPPINESS [is] ONLY REAL WHEN SHARED” -- Jon HAPPINESS [is] ONLY REAL WHEN...

Page 1: “HAPPINESS [is] ONLY REAL WHEN SHARED” -- Jon HAPPINESS [is] ONLY REAL WHEN SHARED”-- Jon Krakauer, Into the Wild Brian Jones; philanthropist, adventurer, TD Wealth Investment

“HAPPINESS [is] ONLY REAL WHEN SHARED” -- Jon Krakauer, Into the Wild

Brian Jones; philanthropist, adventurer, TD Wealth Investment Advisor, rugby

player, and 45 year old father to 9-year old River Lee and 11- year old Forest Rain;

was born in Fredericton, NB where he currently resides with his family.

Brian graduated from UNB Fredericton in 1994 with a Bachelor of Arts majoring in

Military History and Economics. He has successfully completed the Ch.P Strategic

Wealth Course, the highest designation that can be achieved through the Canadian

Securities Institute, as well as the Negotiation Essentials course at Notre Dame

University. Brian has earned a Professional Financial Planning designation, is a

CIWM (Certified International Wealth Manager), CIM (Canadian Investment

Manager) and a FMA (Financial Management Advisor). Brian is also a Fellow in the

Canadian Securities Institute and is a member of the Securities Industry Institute in

the USA at the Wharton School of Business.

Brian is currently enrolled in an executive training course, the Certificate in Risk and

Investment Management, at the Yale School of Management and was named by

Wealth Professional magazine as one of Canada’s Top 50 Advisors for 2014.

Brian began his advisory career at RBC Dominion Securities in Fredericton, where he was member of their Presidents

Club from 2000-2003, and in 2003-04, he was named “Advisor of the Year” by

Advisor Magazine.

It was in November of 2005, that Brian opened the TD Wealth Private

Investment Advice office in Fredericton. He was named Branch Manager &

Vice President upon joining TD Wealth. Brian then obtained the Portfolio

Manager designation. In addition, his TD Wealth branch was named as the

runner up to TD "Branch of the Year" in 2006.

Brian has had articles published in several magazines, the Globe and Mail and

has been on the Business News Network's (formerly ROB-TV) Money Talk

hosted by Patricia Lovett-Reid.

In his hometown, Brian was on the District Council for IIROC in New Brunswick and was a member of the TD Wealth

Manager Advisory Council. He is also actively involved in the Community of Fredericton.

He is a member of the Loyalist Rugby Club and was the first person from New Brunswick to sign a professional

contract to play rugby in France in 1994. He still plays rugby and several other sports recreationally.

Brian has been on several boards and fundraisers including his climb to Mount Kilimanjaro for the South Devon

School. He was the chair for the Green Matters Campaign for TD, which provided over 15,000 CFL light bulbs to the

City of Fredericton. In November 2006, he chaired the Bruno Bobak Roast, where they raised over $50,000 for the

Beaverbrook Art Gallery - the largest fundraiser in the history of the Gallery.

Page 2: “HAPPINESS [is] ONLY REAL WHEN SHARED” -- Jon HAPPINESS [is] ONLY REAL WHEN SHARED”-- Jon Krakauer, Into the Wild Brian Jones; philanthropist, adventurer, TD Wealth Investment

In 2008, Brian was the first person from New Brunswick to ski to the North Pole to raise money for Science East and

to raise environmental awareness in the province. He has brought awareness to and supported Fredericton's goal to

be first city in North America to reach Kyoto protocols. In support of the

mission, he has sponsored and created an annual essay contest for the last four

years in partnership with the city’s green matters campaign.

In the fall of 2008, he chaired the Walter Gretzky golf tournament, dinner, and

auction which raised over $50,000 for the CNIB. In 2009 the charity Brian

supported was awareness for Autism. The campaign kicked off in Pamplona,

Spain where Brian ran with the bulls. It continued in October with the “Amazing

Race for Autism” where Brian attempted to complete an ultra marathon,

250KM in six days across the Sahara dessert in Egypt. The goal of the race was to raise awareness for the

environment and promote the gala dinner “Oscars for Autism."

In 2010, Brian spent a week homeless, on the streets of Fredericton and embarked on a second race across, this

time, the Gobi Desert to raise money and awareness for the Fredericton Boys and Girls Club. Since then, he has done

two more races - the Atacama Desert in Chile and the Wadi Rum/Petra Desert in Jordon - raising much needed funds

for smart boards for Royal Road Elementary and the Gaia project.

In 2013, Brian’s causes in partnership with TD were sponsoring the “Lets get

Frank on Homelessness” raising close to $200,000 to end Homelessness in

Fredericton. Brian also sponsored over 20 underprivileged children to attend

the Calithumpians summer camp, and is a Knight of the Round Table for the

Duke of Edinburgh Award. Brian has raised well over to $500,000 for local

charities through his fundraising in particular children’s causes, education and

awareness.

In 2014/2015, Brian's focus has been raising money for the UNB Clinic for the homeless, literacy, and the DECH. On

a personal/professional note, he was named as 1 of 7 finalists for Portfolio Manager of the Year in Canada award.

Unfortunately, he did not win, but it was nice for him to be recognized. Brian has also just graduated from the

Authentic Leadership Program at Harvard University. “…make a radical change in your lifestyle and begin to boldly do

things which you may previously never have thought of doing, or been too hesitant to attempt. So many people live within

unhappy circumstances and yet will not take the initiative to change their situation because they are conditioned to a life of

security, conformity, and conservation, all of which may appear to give one peace of mind, but in reality nothing is more

damaging to the adventurous spirit within a man than a secure future. The very basic core of a man's living spirit is his passion

for adventure. The joy of life comes from our encounters with new experiences, and hence there is no greater joy than to have an

endlessly changing horizon, for each day to have a new and different sun. If you want to get more out of life, you must lose your

inclination for monotonous security and adopt a helter-skelter style of life that will at first appear to you to be crazy. But once

you become accustomed to such a life you will see its full meaning and its incredible beauty.” ― Jon Krakauer, Into the Wild

TD Wealth represents the products and services offered by TD Waterhouse Canada Inc. (Member – Canadian Investor Protection Fund), TD Waterhouse Private Investment Counsel Inc., TD Wealth Private Banking (offered by The Toronto-Dominion Bank) and TD Wealth Private Trust (offered by The Canada Trust Company). Brian S. Jones Wealth Management Group consists of Brian Jones, Vice President, Investment Advisor, and Portfolio Manager, and Angela Chesley, Assistant Investment Advisor. Brian S. Jones Wealth Management Group is part of TD Wealth Private Investment Advice. TD Wealth Private Investment Advice is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.® The TD logo and other trade-marks are the property of The Toronto-Dominion Bank.