A note from Rob Bryan

Branch Director, Senior Portfolio Manager & Investment Advisor

"I've been in the business nearly three decades and, over time, I've developed a process for working with my clients that puts them in the best position to succeed. The first step of that process is asking the right questions to get a picture of your financial situation and where you are today. The second is understanding what your goals are for the future. The third step provides an honest assessment of how attainable those goals are. Which goals are most realistic? Which are your priorities? The fourth step is to explore what actions we need to take to get there. Then finally, we have a conversation about how comfortable you are with those actions. Are they things you think you can do? How can we help you stay on track? We'll build on this conversation at every check-in. Having a tried-and-true formula like this provides a firm foundation so you know what to expect and can feel confident that we're being thorough."

 

A trusted advisory team for your financial journey

As a leading advisory team at RBC Dominion Securities – Canada’s largest full service wealth management firm – Bryan Wealth Management can help you address financial issues including the management of your investments and the reduction of taxes and costs, while protecting your family’s legacy.

Who we can help

Our services are best suited to investors who want a trusted advisor and portfolio manager to whom they can delegate their day-to-day investment decisions, as well as a wealth management team to help coordinate an array of financial strategies.

To learn more about the exceptional service and the comprehensive wealth strategy that clients of Bryan Wealth Management receive, click here, or contact us today to discuss.

A plan for your priorities

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture.

That's why you deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life, such as:

  • Growing assets for future goals like retirement
  • Maintaining assets to protect financial well-being
  • Creating an income stream for retirement
  • Creating a lasting legacy

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