As an investment funds advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Brendan graduated from the University of Ottawa in 1987 with a B.A. in Economics. He has over 31 years of experience in the investment industry. Brendan is qualified to offer mutual funds in Ontario, Quebec and British Columbia.
Brendan is highly experienced in financial analysis, portfolio and risk management, retirement, investment tax minimization, estate and life planning. He provides his clients with successful strategies to ensure they reach their financial goals, and recommends ideas to improve their tax savings. He works alongside many of the largest, most-valued investment companies in North America.
Bianca graduated from Carleton University in 2013 with a B.A. in Law. She has almost 10 years of administrative experience, 5 being in the financial services industry. Bianca gained her Canadian Investment Funds qualification in 2015 and works alongside Brendan ensuring all clients’ administrative needs are met.