1484 Water Street, 3rd Floor
Tel: (250) 717-2149
Brian grew up in Halifax, Nova Scotia. Upon earning a bachelor of commerce degree from Saint Mary’s University, he went on to attain his Chartered Accountant designation. Working in the areas of taxation, insolvency and as a management consultant for large corporations wanting to re-engineer their businesses, Brian gained the important exposure needed to effectively analyze and assess business practices and sustainability.
Making the jump to the investment industry was a natural, given Brian’s knowledge and experience. As District Vice-President of a large mutual fund company, he became an advisor to Investment Advisors. His clients received timely information on financial products and solutions, market conditions and opportunities. Moving to BMO Nesbitt Burns lets Brian work directly with the investor, allowing him the opportunity to share with his clients his understanding of portfolio construction, maintenance and taxation. It is a move not only he and his clients have enjoyed, but their accountants as well.