For more than 15 years, I've managed investment accounts for families, business owners, charities and Government entities seeking to protect - and grow - their hard-earned wealth. I take a disciplined and consistent approach to assist families in creating multi-decade and multi-generational strategies, in order to help my clients achieve their financial goals for retirement, tax and estate planning, insurance needs, wealth transfer/inheritance, legacy planning and lifestyle needs.

As a Professional Financial Planner (PFP), I provide independent guidance; meet with my clients regularly to help keep them informed and confident in their long-term planning. I make myself available as a reliable and knowledgeable resource for all their financial needs; and have access to a team of experts, to ensure that the approach I take for all clients is holistic..

Brianna has been with BMO for over 6 years, starting in the Kitchener/Waterloo area as a CSR, moving to the Hamilton area working as a Personal Banker, then Financial Planner.  As a Nesbitt sales assistant she supports William Maier.   
 
After work, Brianna enjoys riding her bike on local paths, hiking the Bruce Trail, kayaking in the summer, singing in a choir, spending time with friends, family, and new puppy, Canon.  She also enjoys travelling the world and checking out the Toronto Just for Laughs Comedy Festival.