Brian has been providing clients with financial advice for over 30 years. He started his investment career with Pitfield, Mackay and Ross after completing his Economics degree at Brock University. Pitfield, Mackay and Ross merged with RBC Dominion Securities in 1984. Brian has earned the Certified Financial Planner designation and is a member of the Fellowship of the Canadian Securities Institute; as well, he has his life insurance license in order to provide a full range of products and advice to meet his clients' needs. Brian has achieved recognition by his industry peers as the recipient of the prestigious Investment Dealers Associations Award of Distinction. This award is presented annually to one investment advisor in Canada who has met high standards within the industry while actively participating in their community.
Brian and his team design personalized portfolios to meet the needs and goals of your individual situation. Working closely with his team he creates a unique wealth management experience that includes retirement income, and estate planning.
