Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Wealth Advisor & Portfolio Manager

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Bryan is a Wealth Advisor & Portfolio Manager with over 15 years’ experience in the investment industry.  Bryan’s mandate is to be his client’s primary financial advisor by applying an all-encompassing wealth management approach. This enables clients to pursue their passions while knowing that their complete financial circumstances are in order.

Bryan’s investment discipline is founded on tactical portfolio management and value-based investing. This approach is applied across all asset classes while employing a customized asset allocation approach and effective risk management measures. His business philosophy is anchored on exceptional and innovative wealth management, financial advisory and client service as supported by three primary personal beliefs: mutual respect, responsible stewardship and long-term partnership.  He is a fee only advisor.

When not in the office, Bryan has competed in numerous triathlons, ½ Ironman, Whistler Grandfondo, and a charity ride taking him from Victoria to Vernon in 6 days.  He sits on the board of the Arts Club Theatre Company. Bryan is married and has two active young boys.

Contact us

Get contact information for our team members and find out where our offices are.