Financial Planner Toronto
With more than 20 years’ experience, Brett and his team experience life the same as most people.
Most have families, homes and careers – and most importantly, they have a Life Plan, a comprehensive financial strategy that looks at their life, work and family in order to assess their individual needs.
Whether you’re married or single, working or retired, Brett can build a Life Plan for you to help you manage your finances so you will feel secure about achieving your goals.
Trusted Credentials. Real Experience.
Brett is a Certified Financial Planner, a Chartered Investment Manager and a Fellow of the Canadian Securities Institute. These respected credentials mean he’s completed a number of education courses, passed his exams and remains up-to-date on financial planning via regular, continuing education.
Prior to starting his Toronto financial planning practice in 1997, Brett worked for 8 years as a corporate lending manager for CIBC. This experience was the foundation for starting his financial planning practice—so you work with someone who has real-world experience.
Supported by a Strong Financial Planning Team
A strong team supports Brett, including a network of experts from other fields—tax planning, legal, banking, insurance and more—so you have access to everything you need to reach your financial goals.
Part of Manulife Financial, Brett and his team have the backing of a large financial services company, yet he offers clients 100% independent advice with the freedom to recommend any product provider.