Brian is a Certified Financial Planner (CFP), Registered Retirement Consultant (RRC), and is currently pursuing the Chartered Investment Manager (CIM) designation. He holds a Bachelor of Accounting and Financial Management degree from the University of Waterloo. Prior to joining RBC, Brian served as a Senior Financial Planning Associate at a Canadian bank-owned investment advisory firm.

In this role, he specialized in creating tailored financial planning strategies that empowered clients to realize their financial aspirations. His experience includes working with high-net-worth families, small business corporations, and trusts, with a strong emphasis on intergenerational planning to secure clients’ financial future after retirement. At RBC, we recognize that with greater financial resources comes greater financial complexity. Wealth planning is an essential part of keeping your finances on track and working towards your goals. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer a customized plan delivering a holistic view of your evolving wealth management needs and track progress towards meeting your future financial goals.

Personally prepared by Brian, a Financial Planning Consultant, your customized plan will provide a complete view of your goals, priorities, and solutions – developing valuable insights into how to reach short and long-term goals. Your plan will consider such strategies to reduce taxes, ensure your retirement lifestyle, and protect your financial security. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.

Contact me
  416-974-8518 |    Email me