Brian was born in Estevan, Saskatchewan. His passion for investing began early; he started with IG Wealth Management in 1998 and served as a Division Director from 2004 to 2014. Brian holds a certificate in Vocational Education, as well as the CERTIFIED FINANCIAL PLANNER^® (CFP), Certified Professional Consultant on Aging (CPCA) and Registered Retirement Consultant (RRC) designations.

In 2018, Brian decided to further develop his financial planning practice with a team approach and added two valuable members to the team, which focuses on the needs of high net worth individuals in all life stages including pre-retirees, retirees, executives, professionals and business owners.

Brian has been married to Debbie for 40 years and has three children—Darren, Robert and Ashleigh—and two grandchildren. When not working, Brian spends time at the family cabin at Lac La Biche.

Read more about Brian in the article published in My Business Magazine.

Our financial planning business is about clients and their hopes, dreams and priorities. It is our job to find out what’s important to them as people and to figure out the best way to help them implement strategies that enhance their financial and emotional well-being. I am very passionate about building lasting client relationships, always doing professional development to be an industry leader in bringing the best advice to all clients.