Brian is a Financial Advisor and primary advice-giver to individuals, families and businesses in need of financial and estate planning expertise. He specializes in building and managing a team of financial professionals to effectively assist clients in managing their tax, investment, estate and insurance needs. He focuses on maintaining contact with all clients and keeping their financial plan up to date. This involves tax, estate and investment planning as well as insurance and education plans. Brian acquired his Bachelor of Commerce Degree from McMaster University in 1982 and his MBA in 1987. He holds a Certified Financial Planner (CFP®) designation. He brings over 25 years experience in both personal and corporate finance, the last 16 years as an Advisor associated with Bick Advisors. His professional background in financial planning includes specialization in the preparation analysis of formal financial plans, portfolio management and asset preservation strategies. On a personal note, Brian and wife Deanna live in Ancaster, ON with their 2 children. They have a busy family life that includes different community focused functions. We would like to thank our clients for their trust and confidence. We pledge to continue to do our best to provide you with the best advice and service we can.