As an Investment Advisor and Portfolio Manager with RBC Dominion Securities in Owen Sound, Brian leads a team of professionals in providing comprehensive investment, corporate estate and financial planning services to help you build and protect your wealth.
Prior to joining RBC Dominion Securities in 1993, Brian built a global expertise in the areas of sales, commercial banking and business development. Since becoming an advisor, he has continued to enhance his expertise to provide wealth management insight to families, business owners & professionals, and Institutions.
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 over 35 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, agriculture enthusiast, and past Chair of both Grey Bruce Regional Health Services and Georgian College Board of Governors. Brian and his wife Susan live on a 150 acre farm, and have four grown children and 9 grandchildren together.