RIA: Certified Brian brings over 25 years experience in wealth management and over 20 years focused in Socially Responsible Investing. Especially experienced in helping clients align their faith, values, and dreams with their investment objectives. His firm offers full wealth management expertise including risk reduction and tax planning strategies for both business owners and individuals. His services include full financial and estate planning.
Mutual funds provided by Sterling Mutuals Inc.
Services Offered in RI
- Small business planning
- Financial planning
- Insurance & risk planning
- Investment management
- Succession planning
- Charitable giving
Minimum Account Size
$250,000+
Investor Type Dealt With
Individual
Institutional
Type of License
MFDA
Other
Provinces Licensed In
- Prince Edward Island
- Saskatchewan
- Alberta
- British Columbia
- Manitoba
- New Brunswick
- Ontario