As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Since 1980, Brian has been providing financial advisory services and solutions to address the needs of business owners, professionals and families. With over 30 years experience in the financial services industry, Brian’s depth of knowledge enables him to provide clear solutions for his clients when planning to achieve their financial goals.
Brian holds the designations of Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Certified Health Specialist (CHS) and is a member of Advocis – The Financial Advisors Association of Canada. Working with his clients and their legal and accounting advisors, his strength is in developing income and wealth preservation strategies for his clients.
The role of the financial advisor is to help us see and shape our future. The cornerstone of financial success is the financial plan. Brian is committed to helping his clients develop and implement a comprehensive financial plan that addresses all aspects of their financial life, but also recognizes that many clients do not have the time or desire to commit to the full financial planning process. With that reality, Brian provides customized levels of service based on the clients’ priorities, from addressing single needs to the implementation of comprehensive financial plans.
With his product resources, knowledge, creativity and “no-pressure” approach based on client education, Brian’s business continues to grow through referrals from professionals and existing clients.
We serve individuals, families and businesses in the Calgary area.
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis: