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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.
By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals.
I adhere to the key principles of listening and responding, placing the utmost importance on understanding each of my client’s unique goals and objectives, ensuring flexibility to changing market conditions and personal circumstances. I am dedicated to developing strong working relationships and providing the highest level of personalized service.
CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada’s leading investment management firms whose affiliated teams manage over $110 billion in assets.
As part of an independent wealth management firm, I guide my clients, helping them to preserve and grow their wealth over multiple generations. I specialize in advising business owners, professionals and their families, specifically in the area of wealth planning – with the goal of helping my clients pass on a legacy to their loved ones.
Through my investment management programs, I create tailored solutions to address my clients’ individual needs. Because I want to protect my clients’ hard-earned assets, I believe in a conservative investment approach focused on capital preservation and finding businesses that are growing their earnings faster than the competition. By implementing a Responsible Investment(RI) approach, I am able to incorporate environmental, social, and governance into investment decisions.
I hold myself to the highest levels of integrity and accountability to ensure that I am doing my absolute best for each and every one of my clients. I feel privileged to work with the families who come to me for wealth planning and I am passionate about making their lifelong dreams come true.
Family office offering integrated wealth solutions, our financial planning process is robust, comprehensive, and pragmatic. We believe in crafting a financial roadmap that is sustainable, allowing for life’s twists and turns.
RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around the globe as an innovative, trusted partner with an in-depth expertise in capital markets, banking, and finance. We are well-established in the largest, most mature capital markets across North America, Europe, and the Asia-Pacific region, which collectively encompass more than 75% of global investment banking activity each year.
The Trinity Centres Foundation is a new Canadian charity; its aim is to see 100 historic church buildings converted into community hubs for the charitable and community sectors.
Our model is to partner with the owners of historic church buildings to provide project development and building management which retains ongoing worship space usage on Sundays. Various government and charitable partners are then invited to be part of a new “community hub” concept, attractive to new categories of impact lending. Heritage buildings will first be made safe and usable and later sensitively developed to a modern, world-class standard also suitable for conference, event, concert and wedding activities that will lead to local centres becoming financially self-sustainable.
The Foundation’s Board of Advisors is a team of 50 professionals from across the social innovation, urban planning, property, finance, management, accounting, legal, government and faith sectors.
For over 150 years, TD has helped generations of Canadians to grow, manage and protect their wealth. Our vision, to be the better bank, starts with you.