As an Investment Advisor and Portfolio Manager with RBC Dominion Securities in Owen Sound, Brian leads a team of professionals in providing comprehensive investment and financial planning services to help you build and protect your wealth.
Prior to joining RBC Dominion Securities in 1993, Brian had built global expertise in the areas of sales, commercial banking and business development. Since becoming an advisor, he has been able to use this expertise to provide wealth management insight to private investors, business owners, professionals, agricultural leaders and Institutions as well as established families.
A graduate of the University of Guelph, Brian achieved an Honors Business degree and then completed several post-graduate courses in business and law. A firm believer in ongoing education, he has completed several industry courses in investment management, insurance and life planning. In 2000, Brian met stringent educational and practical experience requirements to become a licensed Portfolio Manager. This accreditation allows Brian to offer discretionary investment management services. This premium level of service is especially beneficial to those with little time, and want a risk management approach.
With nearly 30 years of financial industry experience, Brian has led clients through multiple market cycles with great success by taking a conservative, long-term approach to investing. Today he is recognized as a top advisor with Canada's leading provider of wealth management.
In addition to his passion for his wealth management practice, Brian is an active community member and agriculture enthusiast. Brian and his wife Susan live on a 150 acre farm, and have four grown children together.