Brent brings a wealth of experience of his position as your investment advisor. With more than 30 years’ experience in the financial services sector, Brent is well qualifies to provide comprehensive financial solutions designated around your needs.
A graduate of University of Calgary, Brent has obtained his bachelor of commerce degree, majoring in finance. Brent continually builds on his expertise to provide you with the highest quality of financial advice and expertise. As part of his ongoing commitment and pursuit of learning, he has earned the professional designation of Certified Financial Planner. He has also completed his Canadian Securities Course and Branch Compliance Officer’s Course.
In addition Brent participates in rigorous training and annual exams to stay completely up-to-date in his profession.
Brent’s clients value his caring and personal approach. They know they can rely on his expertise and professionalism no matter what their financial needs.
FINANCIAL PLANNING AND ADVICE DESIGNED AROUND YOUR SPECIFIC NEEDS
As your professional financial services advisor, Brent is focused on providing comprehensive financial solutions designed specifically for you.
For Brent, the first step is to gain an understanding of your financial values, needs and goals. From there, he works in close consultation with you, using sophisticated investment tools to create a strategy which brings together all the elements you need to achieve your financial goals.
Brent will put your plan into action by recommending the specific investment produces and financial strategies best suited for your situation. When required, Brent will provide you with access to the vast resources of RBC so that you receive the specialized expertise that you need, when you need it.
Situated in the Calgary and area market, Brent is committed to providing personalized services and dedicated to giving excellent financial advice. Trust, confidentiality and integrity are the foundations of his business.
