Brennan Carson

Brennan Carson has over 25 years of experience in the investment industry, spanning both public and private markets. He serves as Partner & Portfolio Manager for Equate Asset Management, an independent investment management firm based in Oakville, Ontario. As the head of Equate’s wealth division, he manages the firm’s strategic direction, leading the client management team and setting investment policy for both individual and institutional portfolios.

Brennan has always embraced his responsibilities of fiduciary independence and objectivity in order to deliver optimal customized solutions for his clients. He is regularly sought after to speak on investment democratization and integrating sustainability and responsibility into wealth management—a passion that led him to join the Skyline Clean Energy Fund Board of Trustees.

Brennan holds a Bachelor of Arts (Honours) from Queen’s University. He is a member of the CFA (Chartered Financial Analyst) Society of Toronto and has been a CFA Charterholder since 2004.