For over 30 years, Brian has brought his extensive investment knowledge, understanding and experience to each client relationship. Over the same time, markets have changed, the complexity and number of financial products have multiplied, but Brian’s integrity, trust, and professionalism have remained the bedrock of his business practice. As such his clients count on him as their trusted advisor to worry about their investments so they don’t have to.
Brian’s clients appreciate his constant dedication and disciplined approach to taking care of their financial well being. Correspondingly many of his satisfied clients continue to recommend his wealth management approach to those they care about.
Brian is a fully accredited Portfolio Manager helping clients in managing their accounts in BC, Alberta, Quebec and Ontario. Licensed as an Investment Counsellor, Brian also manages a select group of clients’ accounts in the United States. He is also licensed to provide insurance and annuity solutions to his clients, as well as equity option strategies. Appointed a Fellow of the Canadian Securities Institute (FCSI), Brian was awarded the highest accreditation given by the Canadian Securities Institute.
A native Vancouverite, Brian grew up on the Westside and still makes his home there today with his wife Kiley and their sons Matthew and Cooper. Brian is a passionate fly-fisherman, skier, and mountain biker who also enjoys golfing, running and spending time with his young family.
