Brendan's wealth management practice focuses on taking a comprehensive approach that extends beyond investing to encompss lifestyle protection, retirement planning, intergenerational weatlh transfer and legacy creation. With the expert support of our industry-leading RBC Wealth Management Services team, we can help you address your specific financial, tax, retirement and legacy planning concerns.
Brendan holds a Bachelor degree in Business, specializing in Finance from Western University and a Masters in Business Administration (MBA) from Wilfrid Laurier University. Professionally, Brendan holds a Chartered Professional Accountant (CPA) and Certified Management Accountant (CMA) designations.
Brendan grew up and now lives in Aurora with his wife. In his leisure, Brendan is a sports enthusiast playing hockey, baseball and golf. He recently ran his first marathon and is planning to swim across lake Ontario this summer as part of a relay team to raise money for Special Olympics.