As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, we have the experience and resources to meet your needs.
Bryan has been in the financial services industry since 1992 following graduating from the University of Guelph in 1991 with a Bachelor of Arts Degree majoring in Economics. He began his career in the banking industry where he spent nine years followed by three years as a Regional & National Sales Manager for a Canadian mutual fund company before joining Michael Brady in January of 2004.
Bryan completed the Canadian Securities Course in 1994 and attained his Specialist in Financial Counselling (SFC) designation in 1999 and Personal Financial Planner (PFP) designation in 2000. Bryan earned the Certified Financial Planner (CFP) designation in 2007 and is also a Life Insurance Licenced representative.
Bryan’s financial planning philosophy and focus revolves around a holistic, client-centered approach where listening to the client is the stepping stone in determining a road map that will assist in achieving ones’ goals of today and tomorrow.
Bryan and his wife Isabelle are proud parents of two young boys, Devon and Dylan. Although difficult to find free time with raising a young family along with the demands of business, you may find Bryan on the golf course or participating in other recreational sports.
Theresa began her career in the financial services industry with a major life insurance company in 1978.
She joined Michael Brady in 1994 as his administrative assistant and was involved in all aspects of client service. She completed the Canadian Investment Funds Course in 1998, obtained Level II Life Insurance Licence in 2001, and completed the IFIC Branch Managers Course in 2002. In 2006 Theresa attained the Certified Financial Planner (CFP) designation and in 2012 earned the Elder Planner Counselor (EPC) designation. She continues to grow and evolve in her career and enjoys providing clients with a personalized and collaborative approach in reaching their financial goals.
When she is not busy with her children, William, Elicia, Jonathon and Christopher, you can find Theresa at the local YMCA learning the latest moves in step class.
Since joining the team in 2013, Linda has completed her Canadian Investment Funds Course and is working towards achieving the Elder Planner Counsellor designation. She provides administrative support to our financial planners as well as maintaining the office calendar.
She offers our clients personalized service and maintains strong relationships with our fund company partners. Her background in customer service has proven valuable in this position.
An avid traveller, Linda enjoys vacations with her son when time permits, as well as cooking and working out at the gym.
Another “veteran” of the team, Marlene began her career with a major life insurance company in 1981. She has since attained her Life Insurance Licence, Canadian Investment Funds Licence as well as her Elder Planning Counselor Designation (EPC). She continues to educate herself in the areas of individual taxation and elder issues.
From client service to retirement planning to income tax preparation, Marlene is well rounded in all aspects of the financial services industry.
Her many hobbies and interests include camping with her husband, Rick, fitness programs, badminton, reading and gardening. Most of all, she values family time spent with her two daughters, sons-in-law and three grandchildren.