Find a CEA

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

Phone/Fax: 519-944-4232

Toll-Free: 1-866-944-4232

Email: dbrown@bafs.ca

Web: www.bafs.ca

Bruce graduated from Western University (formerly known as The University of Western Ontario) in 1986 with an Honours degree in Computer Science. After 19 years in the high technology industry, designing, building and marketing equipment and software solutions deployed by the biggest communications networking companies around the world, Bruce obtained his license to trade in real estate in Ontario in 2005. He earned his broker license in 2008 and has helped hundreds of individuals and families navigate the purchase and sale of houses, condos, cottages, land, rural and multi-family properties for home or investment. Bruce strives to provide unparalleled research, guidance, and representation of his clients' interests.

I am a genealogist and work in Family History.  Understanding and dealing with Estates is a natural part of that history.

Please visit my website at www.lesleybuchanan.ca

I am a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®) and a Certified Executor advisor (CEA) with over 25 years in the industry. My agency focuses on building strong, long-term client relationships. I have made it my mission to ensure that our clients are well protected and better prepared for the future. My team of insurance professionals and I take the time to build portfolios that meet the needs of our clients. We help individuals and business owners make sure they are taken care of in case the unexpected happens. We work hard to fully educate our clients and help them build appropriate portfolios for their homes or businesses. We educate our clients on their insurance and investment policies in an easy-to-understand method, and offer superior products and coverage to meet their needs now and in the future. Making a difference in a person’s life means going the extra mile. That's when our clients know we really do care! Our goal is to be your trusted advisor for all your insurance and financial planning needs not only for today but to help with you adn your family with the estate transition.

I believe a financial strategy is about more than just numbers; it's about helping people live their best lives.

With over 20 years of experience in the financial service industry and as a CFP professional, I have the skills and knowledge to help clients navigate the complex world of personal finance.

I'm passionate about empowering clients to achieve their dreams and genuinely enjoy the process of learning what is most important to each of my clients.

I attained my life licence in 1994 and I have my CLU, CFP, CHS and CEA designations.  I work mostly with High Net Worth Clients and I have a large Segregated Fund Block of Clients.  I also have a large Group Benefit block of business.  I am involved in many charities and very involved with minor hockey.

Industry related experience for the last 29 years. Specializing in families and separation agreements. Needs based and budget related lifestyle protection is how we give our recommendations within our non commissioned platform. 

Doug Buss CLU, CPCA, CFP, CEA, RWM.   Owner & President of YourStyle Financial Inc.  Proud to be celebrating my 36th year in the financial services industry.    We help business owners their employees and families Live for today and Plan for tomorrow.  We specialize in Investment, Insurance, Tax and Estate Planning solutions.    Feel free to give a us a call to arrange a complimentary review/discussion.    

My Goal as  your Advisor:

To inspire you to achieve your
financial lifetime goals, through learning,planning, executing, and connecting
your needs and wants for a sustainable happy lifestyle.

What can you expect from me as your Advisor?

My knowledge and experience as a financial advisor come from
helping individuals, families and small business owners with their financial
and retirement planning for the last 26 years.

Investment Management –
In depth analysis of your current situation to uncover opportunities and
challenges to meet your needs and goals.

• Portfolio
creation - monitoring asset allocation to optimize growth and wealth
preservation.

Tax efficiency planning – on
your risk, wealth strategies and Retirement Income

Retirement INCOME Design for a SUSTAINABLE Happy Retirement:

• CPP, OAS, LIRA, DCPP, PENSION – Exit Strategy for Registered
Investments taking into consideration tax efficiencies.

• Retirement
Income Planning Blueprint – customized to your needs.

BUDGETING – One of the most important tools in achieving financial
freedom.

Estate Planning – Strategic
planning for a survivor friendly and estate friendly asset transfer.

Ongoing Advice – open,
honest and timely communication.

Professional competency –
ongoing education advancement in the industry to bring you the tools and
knowledge that you deserve.

Privacy – We take
great care to protect our clients and ensure the personal information we
collect is accurate, up to date, confidential and secure.

I look forward to a long and prosperous
partnership.

Rossy Bustamante, CFP

Financial Advisor 

I work closely with donors interested in establishing a personal legacy through various methods, including estate gifts. I also partner with advisors and lawyers to ensure that donors' legacy gifts meet their clients' goals, needs, and timelines, and with donors' estate trustees to honor their loved ones' bequests.