Focus for Success
A vital way to consider these services is to see how they fit together to create endless improvement and ongoing success. It is a systematic and logical format that is immensely effective.
Brian is an investment and insurance advisor endorsing a team approach with his clients, an approach that enhances each team member’s ability to serve their clients’ best interests.
Professional, honest, trustworthy, friendly. These are just some of the words that come to mind when I think about Brian. His attention to detail and expertise in the financial world are very comforting. He is not the first advisor I have ever dealt with but he surely will be the last. I recommend his services to anyone and everyone I can.
Brian is an intelligent, dedicated and caring Individual. I have been consistently impressed over the years by both Brian’s attitude towards his work and his compassion in helping people plan their financial futures. He has a fantastic personality and great communication skills. I highly recommend him to anyone who requires a Financial Advisor.
It has been my pleasure to work with Brian as a volunteer with the Burlington Community Foundation. Brian’s passion and commitment to local philanthropy and to his clients is truly inspirational.
Awards and Service
Queen Elizabeth II medal (1992) for service to community
Awarded on Parliament Hill 1992 for service to represent combined interests of business, faith groups, education, and non-profit sector in the battle against child poverty.
Founding Donor: Early and Lifelong Nutrition Fund.
In Oakville and Burlington Community Foundations this fund is growing and actively supports vital nutrition, skills development, and socialization for children, families, and seniors.
One Burlington Inter-Faith Festival
An annual and fully inclusive celebration of harmony, dialogue, and friendship in Burlington and the wider Halton region.