Providing customized services for discerning clients
With over 20 years of experience in financial services, we provide comprehensive wealth management and financial planning for individuals and families with a focus on cross border solutions. As an accountant as well as a Portfolio Manager, Brian provides wealth management services that are tailored to each client’s needs. We do not sit across the table from the client selling products. We sit on the same side of the table helping the client pick appropriate investments as part of an overall wealth management strategy.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.