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Working with families and business owners with a focus on retirement and estate planning. Comprehensive financial planning and portfolio construction are used to achieve goals without taking unnecessary risk. Trusts are used to address a wide variety… Read more »
Area serviced: Mississauga, ON; Oakville, ON; Burlington, ON; Orangeville, ON; Kitchener, ON; Guelph, ON
4162422525
I have worked for Access Credit Union for almost 7 years now. Started as a MSR and then moved up to an FSR role

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Area serviced: Altona, MB
2043246437
Allison joined the Gallery Wealth Management team in 2012. She is responsible for keeping the office running smoothly and supporting her team. What Allison likes most about her role is meeting new people and constantly learning in an always changing… Read more »
Area serviced: Morden, MB; Altona, MB; Winkler, MB; Carman, MB; Manitou, MB; Miami, MB
204 822 6887
About Patrick Briscoe, founder of Bayswater Wealth Management
Since 2012, Patrick’s main focus has been holistic financial advice for his clients – considering all aspects of their financial picture. From education savings to retirement planning,… Read more »
Area serviced: London, ON; St. Thomas, ON; Stratford, ON; Woodstock, ON; Waterloo (Region), ON; Strathroy, ON; Komoka, ON
519-914-5778
Chet is dedicated to educating the public about the importance of comprehensive personal financial planning. Chet's professional qualifications include Certified Financial Planner and Registered Financial Planner designations. Chet is Past President… Read more »
Area serviced: Regina, SK
306 337 4500
Area serviced: Edmonton, AB; Calgary, AB; Kelowna, BC
780 996 9135
Area serviced: Lethbridge, AB
4033283306 x2211
TheChange Manager Inc. has been developed to assist clients in addressing some of the issues seniors or their families may encounter over time. We bring experience and professionalism to every situation and will customize our… Read more »
Area serviced: Brandon, MB; Western Manitoba, MB
204-761-8928

Dylan Brown
CEA, CFP®, CFSB, CIM®, CIWM, CPCA®, EPC, FCSI®, FMA, RIS, RRC
CERTIFIED FINANCIAL PLANNER®
CERTIFIED INTERNATIONAL WEALTH MANAGER
Brown & Associates / Sterling Mutuals Inc.
218-3270 Electricity Drive, Windsor, ON, N8W5J1
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Area serviced: Windsor, ON
519-944-4232