Our Team

Bryan has over 34 years of experience in the financial services industry in Canada. His practical experience and his academic training during these years have all focused on the challenges faced by the individual Canadian in realizing personal financial goals.

For seventeen years Bryan advanced through positions of increasing responsibility at several of Canada’s largest and most respected financial institutions, including Canada Trust, TD Trust, CIBC Trust and Financial Concept Group. As the Vice-President of Sales and Marketing, Bryan was responsible for creating and providing highly specialized investment, portfolio management and estate planning services for the top clients of these institutions.

As a Financial Planning Advisor for the past seventeen years, Bryan brings his unique and extensive wealth of knowledge to each of his clients in the pursuit of their goals of financial independence. Bryan’s clients have achieved a higher level of confidence in knowing their affairs are in the capable hands of an experienced professional.

“My clients see my financial planning process and the independent and objective advice that comes with it, as the key to realizing their personal goals”