Protecting Your Lifestyle in Retirement
Strategic Growth for the Life You’re Building
Turning Business Success into Personal Freedom
I have managed money for families in Toronto and the greater area for 20 years now. I am grateful for having a career that is a calling and that allows me to utilize my skills and passions to positively impact the lives of my clients and their families. I have been fortunate to have many long-term client relationships for whom my team and I continue to work hard for every day.
What makes me different is my tireless effort in keeping pace with today’s fast paced and evolving financial markets - and being first in proactively communicating and simplifying these challenges and opportunities to the families I serve. I consider it my number #1 priority to help the people I serve make the best financial decisions.
Understanding your unique circumstances, the amount of risk you are comfortable with, and who in your family you are trying to protect are some of the key pillars of the comprehensive wealth plans we create for clients. With the world dealing with significant changes right now, having a portfolio and plan that allows you to sleep at night is our utmost focus.
Meet brian
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Your finances are more than numbers - they shape the choices you make and the life you want to live. That’s why we don’t start with products or projections. We start with you.
Our team uses a clear, five-point process to understand your goals, evaluate your options, and build a plan that fits your life - not someone else’s idea of success. We coordinate trusted specialists, run real-world scenarios, and make sure you see the full picture before making any decisions.
What makes us different? It’s not just the process - it’s the way we show up.
You’ll never feel rushed, talked over, or left wondering if you’re on track. Brian is known for his thoughtful, proactive approach - offering steady guidance, especially when life takes a turn or the markets get rough.
We don’t believe in one-size-fits-all advice.
We believe in doing what’s right - for you, your family, and your future.
Every client we work with started by reaching out. If you’re ready for a plan built around your life, your goals, and your values - let’s talk.
Let's Talk
I met Maxanne before the financial crisis, at a time when she was navigating both personal and financial uncertainty. In the midst of a difficult divorce, she was under significant stress — not only emotionally, but also financially. Despite a successful career, she had entrusted financial matters to her former spouse, a corporate lawyer, and now faced the daunting task of making major decisions on her own.
Maxanne wasn’t sure whether to push for a better settlement or accept what was on the table. That’s when we sat down together. I created a comprehensive, easy-to-understand financial plan that helped her see the full picture. It gave her — and her lawyer — the insight and clarity needed to ask the right questions and make informed decisions about her future.
With that guidance, Maxanne was able to negotiate key changes to her settlement, avoid prolonged legal battles, and move forward with peace of mind. Since then, she has continued to follow a disciplined planning approach and has gone on to thrive — financially and personally.
When I first met Adam and Lynn, their business was growing rapidly, and they were at a pivotal crossroads. An exciting opportunity had come their way; the chance to live and work in China to expand their business internationally. But with that came uncertainty: Was it too big a risk? What would it mean for their finances, their future, and their family?
We worked together to build a clear, personalized plan. I brought in the right experts to support their goals, ensuring they had the full picture, from financial implications to risk protection. More importantly, I made sure they felt secure, showing them how they could seize this opportunity while safeguarding what they had already built.
With the clarity and confidence that planning brings, they made the move, and haven’t looked back. Today, they continue to thrive, following the same thoughtful approach that helped them take that bold step forward.