Brent van Ryzewyk, CFP, CLU, CH.F.C., CHS., CEA. Principal,
A seasoned financial services veteran with over 35 years of professional advisory, practice, and agency management experience, Brent has specialized in advanced estate and tax planning techniques, family and business succession, sponsored and association benefit plan design and administration, as well as pension and other retirement income and asset protection strategies.
Brent has held executive leadership roles, as well as senior regional field management positions representing national public insurance corporations, investment banking institutions, as well as privately held financial advisory services corporations.
In addition to his professional designations, he is a member of Advocis, the Financial Advisors Association of Canada since 1984, CALU, The Conference for Advanced Life Underwriting and The Institute for Advanced Financial Education, The Financial Planners Standards Council, and The Million Dollar Round Table.
Brent is currently serving as Chair, Professional Development, he was also the Past President of the Board of Directors for the Advocis Peel/Halton Chapter in 2009-2010. Additionally, he is serving as a Trustee for the Institute of Advanced Financial Education and sits on the National Advocis Finance committee. Finally, he recently completed his second 2 year mandate as President of the Estate Planning Council of Mississauga where he has been a member since 2008.
Brent is actively involved with the establishment of the CEAN (Certified Executor Advisor Network) a not for profit association focused on the collaboration of like minded CEA's for the betterment and literacy of testators and their designated executors.
In his spare time, Brent is active with select charities including the Community Foundation of Mississauga and enjoys traveling, golf, boating, flying and the occasional poker game.
23 years in the financial planning business. I help my clients take what is important to them and make it a reality. I specialize in Retirement Planning, Wealth Management and Group Pensions and Group RRSPs. I am a CFP, CLU and a Qualifying and Lifetime Member of The Million Dollar Round Table.
Richard Walsh is an experienced and qualified professional who
built his business with a focus on relationships, accountability and client
Sense of Responsibility
Richard sees his job first and foremost, as a way to make a
deep, positive impact for the people who depend on his efforts in helping them
to manage their financial well-being. His prime directive is to provide his
clients with “PEACE OF MIND” as they manage their financial wellbeing.
Determined to Solve the Problem
After meeting with many clients who came away disappointed from
their previous advisor, Richard decided he could serve people better. He
designed his investment process entitled "The Net Worth Navigator Process"
to supply the missing elements. Once inducted into his Investment Process, Richard's
clients create a “Financial Blueprint” that Access and Design both short and
long-term goals and then Implement and Track their Investment strategies on
order to successfully achieve their financial peace of mind.
Richard is a veteran of almost 30 years in the industry. He has
a B.Sc. from Concordia University, and he is licensed to provide Securities
Investment Advice. He is also licensed to trade Options and is licensed in
Insurance of Persons.