BRIAN MACHAN, CFP
Financial Advisor

Brian has been involved in the financial service sector since October 1999. He has worked with two of Canada’s larges financial organizations providing personalized advice to his clients.

Brian graduated with a Bachelor of Science (Honors) in Business Operations.

With his training, experience, and dedications, Brian utilizes an unbiased approach with his clients to help them attain their lifestyle objectives. With each client, he completes a comprehensive review of their overall financial position and provides tailored recommendations to meet their unique goals.

Brian holds the internationally recognized Certified Financial Planner (CFP) designation.