Brian Powers has been active in the financial services industry since 2002, his focus has always been on advising clients in regard to the successful development of programs to assist them in achieving their financial, retirement and estate planning objectives. Brian specializes in advanced tax planning strategies, tax efficient retirement strategies and estate maximization strategies.
Brian has earned the right to use the Certified Financial Planner designation, indicating that he has successfully completed rigorous courses in the disciplines of financial management, investment, taxation and estate planning.
Brian has also earned the right to use the Certified Health Specialist, CHS designation indicating that he has successfully completed rigorous courses in the disciplines of group benefits, government benefits and living benefit programs available in Canada.
Brian will provide you with a comprehensive financial plan customized to your circumstances, needs, goals and objectives for the future. Brian will base all his work to your particular needs, attitudes and priorities.