Our process is dedicated to helping our families understand their current reality and clarify their future goals and vision. Once we have formulated a clear picture of their needs and wants, we determine how to best utilize their assets and opportunities to close the gap that lies between where they are now and where they wish to be. In short, our families define what they want their financial plan to look like, not us. The resulting plan will play a significant role in dictating our approach to growing and preserving their wealth.
We’re Desjardins Insurance—Desjardins Group’s life and health insurance subsidiary.
We offer a wide range of life and health insurance and savings and investment solutions through our extensive distribution networks. In Quebec, members have access to our complete insurance and savings offer right at their caisse.
More than five million Canadians are counting on our solid expertise and our people-focused approach at every stage of their life
At The Lifestyle Protector, our main aim is to be a safe-haven and guiding light to help you explore options and make positive progress towards your most cherished aims and aspirations.
There is immense value in comprehensive financial planning and good financial decision making. Independent research confirms higher levels of wealth, comfort and confidence is achieved by those who use professional advisors on an ongoing basis.
I’ve had a successful chartered accountancy career and an award-winning business career. I now own The Lifestyle Protector, a financial planning and wealth management firm headquartered in Vancouver, B.C. started by my father several decades ago.
With us, you receive both personalized, professional financial advice and access to quality wealth management solutions from some of Canada’s largest and most prestigious investment companies. We aim to provide you with market-leading financial advice, product knowledge and wealth management solutions so you make progress.
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.
Private Wealth Portfolio Manager