Associate Private Wealth Advisor
Coastal Community Private Wealth Group
After a close family member passed away in 2012, Brett set his sights on a career in the financial industry.
Brett was motivated to share his experience about the financial hardship losing a loved one can cause and dedicated himself to helping other families protect themselves against similar tragedies. As his career progressed, his focus expanded to preparing for the unexpected while planning for financial freedom. Brett loves educating on the balance of insurance and wealth management and that it doesn't need to be complicated to grow and protect.
Brett started his career in Fort McMurray after finishing his bachelor degree in Finance, and also holds his Certified Financial Planner (CFP) designation.
When not in the office, it's no surprise that Brett, his wife Erica and their 2 boys can be found enjoying the great outdoors. He loves to stay active and enjoys golfing, playing hockey, surfing and exploring great local parks and hiking we have on Vancouver Island.
Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
Coastal Community Private Wealth Group is a division of Coastal Community Financial Management Inc.(CCFMI), offering financial planning, life insurance and investments. CCFMI is a licensed life insurance agency and a wholly-owned subsidiary of Coastal Community Credit Union.