As a professional financial advisor, 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.
Brent Conway, CPCA, is an involved, experienced and bilingual Canadian Professional Counsellors Association (CPCA). Everyone has their own unique financial history, current status and future ambitions.
For over 20 years, Brent has been dedicated to designing and implementing the best strategies and solutions to meet your specific prosperity goals.
Brent puts your needs first:
"I am relentless in my search to find the best solutions."
His focus first begins with a global view of your financial picture; thereafter, through an assessment process, your needs and goals are targeted; and finally, a successful financial plan is developed.
Brent believes in long term client relationships that are earned through commitment to individual priorities and growth potential, which are combined with informed decision making and proven exit strategies.
Robyn has worked in the industry for over 19 years as an Administrative Assistant.
She is well versed with the rules of the industry and has an easy going report with clients. She also has an excellent relationship with the mutual fund companies and head office staff.
Robyn has been very active in her community over the past years as president on the parent council association of her children's school and at the team and executive level of her children's ringette association.
Danielle has worked in the industry for over 20 years.
Initially dual licensed (life insurance and mutual funds) she eventually chose to concentrate on the paperwork portion of the business.
Her many years of experience come in handy permitting her to navigate through the mounds of forms required, especially now with the industry becoming more and more regulated.
Jean-Christophe Gallant is Brent's son-in-law, is an enthusiastic certified life insurance agent. He is bilingual and a personable individual.
When giving financial advice, clients' needs are always his priority. Jean-Christophe's goal is to follow in Brent's footsteps in finding cost efficient products with exceptional quality.
Once clients' financial needs have been properly assessed, I research the different companies and their products to determine what is best for them at this time in their lives. I then present my finding to them and offer my professional advice on how they can best protect their income for their loved ones and for themselves should ill health or a greater misfortune strike.
Kayla Gallant is Brent's daughter, and a certified life insurance agent.
She enjoys organizing, classifying, and setting goals and helping others to do the same. Her attention to detail compliments her work and is a key part of the life insurance business.
Kayla seeks to continually improve company performance and client services. She is skilled at budgeting and loves to discover new ways to economize. Her desire to help others always serves as a great asset in the workplace.
