As a Certified Financial Planner®, I 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 losses or managing your portfolio wisely, I 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 sons, Devon and Dylan. When not busy spending time with family or meeting 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.
Another "veteran" of the team, Marlene began her career with a major life insurance company in 1981. Marlene had attained her Life Insurance and Canadian Investment Funds qualifications during her career. She continues to educate herself in the area of individual taxation.
From providing administrative support to our financial planners to income tax planning to tax preparation, Marlene is well rounded in all aspects of financial services.
Her many hobbies and interests include camping with her husband, Rick, fitness programs, pickleball, reading and gardening. Most of all, she values family time spent with her two daughters, son-in-law and three grandchildren.
Rayne began her professional career in the field of Human Resources following her graduation from Niagara College in 2018 with a Diploma in Business Administration. After her career as a recruitment specialist for a 1,500-person operation, Rayne returned to the customer service industry before entering the next stage of her career path as an Administrative Professional for an international tax organization.
Rayne has chosen to broaden her horizons with Adviant Financial in the ever-growing world of Finance. She has passed the Canadian Investment Funds Course (CIFC) Exam, making her a licensed assistant, and is currently pursuing her Life Insurance License. Rayne’s long-term goal is to obtain her Certified Financial Planner (CFP) designation.
When she is not working to advance her professional career, you can find Rayne visiting the local wineries of Niagara-on-the-Lake or reading a good book in a small café.