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Certified financial planner near me
Certified financial planner near me












He has acted as a Senior Financial Planner for BDO Canada LLP’s Wealth Advisory Services team. She also provides financial planning advice to cancer patients at Wellspring, an organization that offers various support services to cancer patients and their families.īook your no obligation introductory meeting with BrendaĪndrew has been providing financial advice for individuals, families, and corporations for over 10 years, having worked for major banking institutions as well as an accounting firm. In her spare time, Brenda practices yoga daily and will often be found outdoors where she can enjoy her passion for cycling. She is a regular contributor to RetireHappy.ca. She has also been a returning guest on a radio show based in Montreal. She is a Certified Financial Planner (CFP) and also holds a Registered Health Underwriter (RHU) designation with specialized knowledge in living benefits such as disability, critical illness and long-term care insurance.īrenda has been interviewed for articles in publications such as the Globe and Mail and Advisor.ca. After all, it is much easier to follow advice when you understand it. Whether she is explaining a financial concept to one person or to a room of 100, Brenda’s approach to personal finance is that of education. Brenda also taught the Life Insurance Licensing program at Business Career College and was a Director of Business Development at Freedom 55 Financial. She has worked as a bank branch manager and as a college professor, teaching students about investment products.

  • Timeline: Raymond James Ltd.Brenda has worked for over 20 years in the financial services industry and has extensive experience with retirement planning and expatriate Canadians.
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  • certified financial planner near me

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    certified financial planner near me

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    certified financial planner near me

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    Certified financial planner near me