What we're about
As part of Canada’s preeminent full-service investment firm, Brennan Wealth Advisory helps investors optimize their financial situation. Investments are a key aspect of Wealth Management. To ensure you are on the right track, we also undertake complimentary services including Financial Planning, Business Owner Planning, Will & Estate consultation, Premier Banking, and Insurance.
Our success is always based on understanding individual client needs. We help you determine your Investment Objectives, Risk Tolerance, and Time Horizon with a special focus on consolidating investments for you, your family, or your business, to get and keep you properly positioned in the different areas that collectively make up your entire financial picture. We take pride in helping you tax efficiently grow and protect your wealth through a personalized client experience.
I encourage you to contact us. We would be pleased to help you reach your financial goals.
