Bryan has more than 30 years of investment industry experience. A CPA by training, he previously worked for two large industrial firms and held a key management position within a financial services business.
Bryan specializes in the development and implementation of diversified portfolios for growth and income, customized for individuals, families and business owners. While primarily leveraging stocks, ETFs and bonds, Bryan incorporates options strategies when relevant. His customized portfolios consider tax-efficient strategies and are specifically tailored to the investment needs of each client in order to help them achieve their financial goals.
Bryan is licensed in Canada and the US.Contact:
800.663.1899 (Toll Free Canada)
800.663.8061 (Toll Free US)
The information in this portion of the web site is intended for use by persons resident in Canada only. Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member - Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Independent Wealth Management advisors are registered with IIROC through Canaccord Genuity Corp. and operate as agents of Canaccord Genuity Corp.