Brian's Profile

Through his 22 years of industry experience Brian has gained an extensive amount of knowledge through both education and experience, which allows the people who seek his advice to get a clear and simplified understanding of certain financial issues that may be challenging them.

Brian's skills are apparent in his twenty-two years experience, and the designations he has received (CLU and Insurance License) as well as a Branch Manager Designation from the Mutual Fund Industry in addition to the various Management courses he has taken throughout his career. Having been involved as an instructor with the Board of Continuing Education in Calgary, as well as being a guest on the "Your Financial Coach" radio program in 1999-2000, demonstrates Brian's desire to educate at a high level. This commitment to education is also reflected in his own participation and enrollment in the Canadian Securities Course as well as the Professional Financial Planning Course. Some other personal attributes include being technically adept, highly organized, professional, extremely thorough, and keeps well informed of the on-going developments in the financial industry as well as being an active member of his community and Church.

Brian's desire to help his clients achieve personal success is evident in his ability to listen to, and understand, what is most important to the people he meets with. This consultative style helps the client develop their individual goals and objectives which is then supported by the unique discipline and detailed focus Brian incorporates in all his business relationships.

Following a disciplined system ensures that his clients make smart choices about their money. The first step in this process is to complete a "Financial Road Map". After the "Road Map" is finalized a comprehensive personal financial plan complete with recommendations is created to ensure their goals are met. The implementation of the recommended strategies follows. Once implemented, the plan is then reviewed on a quarterly basis to ensure the Road Map is being followed and that no unforeseen circumstances have interrupted the plan as written. Non-financial information is offered to support other areas important to people in their lives to encourage and help them maintain balance in their lifestyles.

Brian's expertise has the greatest value for people whom:

• Are serious about personal financial success

• Have important financial goals

• Like to delegate to professionals

• Care for family, community, or someone or something other than self

• Are homeowners

• Have a total household income of $100,000 + and/or a net worth of $500,000 +