Brian Mallard

Financial Advisor; CLU, CH.F.C.

President

E:
P: 1-306-986-1351
LinkedIn

Brian commenced his business career in 1970 with National Drug and Chemical as a Cost Accountant. In November 1973, he became associated with The Canada Life Assurance Company as an individual insurance representative, and has worked in financial and estate planning ever since. He obtained the Chartered Life Underwriters (CLU) designation in May of 1979. Brian attained the Chartered Financial Consultant (Ch.F.C.) designation in 1989, the first year the designation was offered in Canada. In 1995, he attained the Registered Financial Planner (RFP) designation, and in 1997, the Certified Financial Planners designation (CFP). Brian’s favorite part of the business is meeting with new clients and helping them solve their unique financial puzzles.Brian enjoys spending his vacation time in Maui, as well as with his grandsons. Brian stays active working out regularly at his daughter’s local gym, Crossfit Brio.

Maria Burgess

Executive Assistant

E:
P: 1-306-986-1367