Brandon has 20 years of experience tailoring strategies that work for you. Feel confident knowing you've defined how you want your income and assets to work for you, now and in the future.
Brandon specializes in Financial Planning, Estate Planning and Portfolio Management, and has obtained the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), Financial Management Advisor (FMA) and Fellowship of the Canadian Securities Institute (FCSI®) designations. Helping you navigate the complexities, issues, and challenges that come with managing wealth.
Outside the office Brandon enjoys playing basketball, and his passion for downhill and Nordic skiing has him on the Board of Directors for the Vernon Ski Club. Brandon also participates in marathon running, competing in 5 marathons so far, and is registered for this year's Montreal Marathon in September. His son Jesse also shares his love for sports and Brandon coaches his soccer and baseball teams. In sports and in managing his investment business, Brandon does not like to lose!
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.