Small town values, big city experience.
Brian draws on nearly two decades of capital markets experience to provide personalized investment and wealth advice to families and business-owners. Clients benefit from Brian’s disciplined, objective approach, guiding them to navigate and manage their unique financial situations. Brian is passionate about ensuring each client’s bespoke wealth plan is built to achieve their goals in each stage of life.
Brian previously worked as Managing Director at one of Canada’s largest financial institutions, leading teams of Traders and Quantitative Analysts. Brian’s experience navigating various market cycles and events has reinforced his focus on effective risk management while identifying evolving trends and opportunities.
Brian is committed to continuously learning. He has obtained his Chartered Investment Management (CIM) designation, has completed the Level II CFA exam and is enrolled in the Certified Financial Planner (CFP) program. He holds a Bachelor of Commerce in Management Economics in Industry and Finance from the University of Guelph.
Brian grew up in rural Ontario, but now lives in the Summerhill neighborhood of Toronto with his wife, Jamie, their three boys, Nolan, Emmett and Wyatt, and their dog, Lucas. He enjoys traveling, playing hockey and is an avid golfer. Brian is passionate about giving back to the community.
