For more than 20 years, Brian has been helping individuals and families build confidence in their financial future.

His approach is simple but powerful – make financial topics understandable, help clients set clear goals, and create clear action plans to move forward confidently.

Holding a Bachelor of Management (Finance) from the University of Lethbridge, Brian also holds two industry respected designations:

• Certified Financial Planner (CFP®): meeting the highest standard for Financial Planning professionals in Canada.
• Chartered Investment Manager (CIM®): reflecting an in-depth knowledge of portfolio construction and the ability to offer discretionary investment management.

With a belief that strong communities are built through connection and service, Brian has sat on the Board of Directors for both the Medicine Hat Family YMCA and the Medicine Hat & District Chamber of Commerce.

Away from the office, you'll often find Brian enjoying the outdoors - camping, kayaking or mountain biking. He's usually joined by Rio, an energetic Small Munsterlander who's always ready for another adventure.