Brian has helped families and business groups achieve their wealth management needs since entering financial services in 2008. After completing his business degree, he spent close to five years as a consultant with one of Canada’s largest financial services companies before partnering with Investment Planning Counsel (IPC) to deliver the investment, insurance and banking solutions that support his client’s financial plans. He is registered under the MFDA, as well as holds his insurance license, in the province of Ontario and is actively pursuing his CFP designation.
Brian and his wife Reva live in Niagara Falls with their two children, Norah and Isaac.
Key areas of focus: retirement and estate planning for individuals and families, tax minimization strategies, risk management. Get to know the others: Dwight | Bill | Brian | Jennifer | Leslee
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