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+1 905-704-0070
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| 3250 Schmon Parkway Unit 2, Thorold, ON, L2V 4Y6 | |
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1.9 miPen Centre
2.2 miTowpath terminal
2.6 miSt. Catharines
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Specialties
Mutual Funds provided through FundEX Investments Inc.
Our Services
We provide a broad range of services, products and plans to meet the diverse needs of our clients. Please see below for more info.
Services
*Financial Planning
*Retirement Planning
*Tax Planning
*Estate Planning
*Portfolio Analysis
*Insurance Analysis
*Financial Calculators
*Online Financial Library
*Life Planning Resources
*Monthly Email Newsletter
Products
*Mutual Funds
*GIC’s
*Disability Insurance
*Life Insurance
*Long Term Care Insurance
*Critical Illness Insurance
*Group Benefits Plans
*Segregated Funds
*Annuities
Plans
*Tax Free Savings Accounts
* RRSPs, RDSPs, RRIFs, RESPs
* LIFs and LIRAs
History
Established in 1984.
Our teams’ financial services experience coupled with a level of service and attention that is the driving force behind our firm has helped establish long-term, trusting relationships with our clients. Therefore, no selling pressure is used when making recommendations on any financial services or products. Many of our clients say this lack of sales pressure is what draws them to our office.
Meet the Business Owner
Bryan M.
Business Owner
Bryan has been in the financial services industry since 1992 following graduating from the University of Guelph in 1991 with a Bachelor of Arts Degree majoring in Economics. He began his career in the banking industry where he spent nine years followed by three years as a Regional & National Sales Manager for a Canadian mutual fund company before joining Michael Brady in January of 2004.
During that time he completed the Canadian Securities Course, achieved the Specialist in Financial Counselling (SFC), Personal Financial Planner (PFP) and Certified Financial Planner (CFP) designations. Bryan is also a licensed insurance representative.
Bryan’s financial planning philosophy and focus revolves around a holistic, client-centered approach where listening to the client is the stepping stone in determining a road map that will assist in achieving ones’ goals of today and tomorrow.
