Duncan Brownlee, MBA, CIM, RIAC
RBC DOMINION SECURITIES
HELPING CLIENTS THRIVE AND COMMUNITIES PROSPER.
Offering honest and unbiased investment advice in an often complicated marketplace.
Specialties:
Helping Business Owners & Executives to adequately plan for both the expected and the unexpected.
Helping people see the Bigger Picture through a total Wealth Management approach.
Striving for better investment and social outcomes through ESG and SRI focus.
Our aim is to provide clients with excellent service, professional advice and adequate knowledge to match their risk tolerance and investment objectives, allowing them to meet their financial goals and helping them plan for a better retirement.
We treat clients with honesty and integrity and strive to develop better relationships with them.
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.
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.
“To inspire you to live your best life possible with the money you have. I do this by helping you make wise financial decisions, so that you may enjoy peace of mind by Creating Footprints to Your Success.” – Pat Magliaro
Magliaro Financial Planning … for over 25 years 1991 – 2016 – Please don’t keep us a secret – providing Advice Your Way, virtually, telephone or in person.