Brandon is a CERTIFIED FINANCIAL PLANNER^® professional and also holds the Chartered Life Underwriter designation. Over the last 15+ years Brandon has been able to build a thriving practice by advising incorporated professionals, business owners and engaged clients with investments of $500,000+.

His approach allows him to provide clients the guidance they need to grow and preserve their wealth, while creating strategies that provide tax advantaged income for retirement and business. His focus is primarily on farm and corporate succession planning, corporate tax planning and estate planning.

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