Mission Statement

WEALTH MANAGEMENT AND PEACE OF MIND.

We don’t just sell products, we help you develop plans to meet your future needs. Planning your future is our business.

We aim to provide you with the highest level of service and professional skills available in the industry.

We strive to ensure that our team will be your single point of reference on all aspects of financial planning and risk and wealth management.

We help you achieve your financial objectives with integrity, passion and a commitment to helping you establish goals and develop reasonable to achieve these goals..

We strive to find you the best financial asset available in Canada from the many strong financial companies available today.

We will encourage you to consider using your best asset (your long term health and income earning ability) and transfer this risk to major insurance companies in Canada.

We help clients understand that if their health is impeded by disability, critical illness or even death, the best wealth accumulation plan in the world quickly comes to an end.

Brent Hanson

CA, CFP, CLU, MBA

Testimonials

"Brent is a real leader in his field and highly qualified in his area of wealth accumulation and succession planning"

Alan Thompson

Employee Benefits Consultant, Chamberlain Wealth Mangement Inc.

"I have worked with Brent for 3 years. Brent has consistently been a leader in our industry throughout his career. Brent is dedicated to life long learning and specializes in many areas of financial planning. Whether it's a complex tax situation or maybe just a 2nd opinion on your investments, Brent is your guy!"

Greg Keith

Director of Business Development, Freedom 55 Financial

"Brent is relentlessly committed to building the optimal plan for each and every client. Everything is tailored to the specific situation, and no detail is too small. He is thorough and is recognized as a best-in-class financial planner."

Emmanuel Elmajian

Founder and CEO of Spinzo