Brian has provided wealth management advice to clients from a variety of backgrounds, since 2003. In collaboration with TD specialists, Brian can assist you with retirement planning, estate planning, and insurance solutions.
As a Portfolio Manager, Brian offers discretionary portfolio management solutions to clients seeking an experienced professional to implement, monitor and maintain their investment strategy on their behalf.
Brian holds a Bachelor of Management from the University of Lethbridge. Brian has also earned a variety of industry designations, including the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and is a Fellow of the Canadian Securities Institute (FCSI®).
Brian has been active in the community, previously serving as a director of the Medicine Hat & District Chamber of Commerce and the Medicine Hat Family YMCA.
Away from the office, Brian enjoys camping, kayaking, fishing, skiing, and backpacking vacations.
