Brendan graduated from the University of Ottawa in 1987 with a B.A. in Economics. He has over 37 years of experience in the investment industry. Brendan is qualified to offer mutual funds, EFT’s and Liquid Alternative funds in Ontario, Quebec and British Columbia.
Brendan is highly experienced in financial analysis, portfolio and risk management, retirement, investment tax minimization, estate and life planning. He provides his clients with successful strategies to ensure they reach their financial goals and recommends ideas to improve their tax savings. He works alongside many of the largest, most-valued investment companies in North America.