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Welcome to Full Service Professional Wealth Management.

Check out our 2011 Handy Financial Planning Facts Sheet below!
 
Brian has over 20 years experience in the financial services industry; serving his clients in Brantford and the surrounding area for the past 15 years.  He has gained the respect of his clients by providing a personalized, comprehensive approach to financial planning and wealth management. 
  
Brian is a Certified Financial Planner; one of the most respected designations in the industry.  Whether you are looking to build your wealth, protect what you have built or create a lasting legacy for your family, Brian has the expertise and resources to help you.
 
Click here to read Brian's Investment Philosophy
Click here to read Brian's 2011 Handy Financial Planning Facts
 
"If you need personal guidance with your investments, I would be happy to help. Whether you're investing for a business, organization or yourself, I can custom-design a portfolio to meet your specific needs. You will have access to the full spectrum of investments, including stocks, bonds, mutual funds and insurance. As an Investment Advisor at RBC Dominion Securities, I would be pleased to speak with you about your financial objectives. Please feel free to contact me today."  Brian Stephen, CFP
  
Professional Wealth Management - My Approach:
1) Clarify your individual needs
2) Establish specific goals
3) Bring together all the solutions you need to effectively manage your wealth
 
Wealth management extends beyond investment advice and money management, helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy.  As your Investment Advisor, I will actively manage your portfolio using RBC Dominion Securities' resources to research and select strong individual holdings.  I will also guide you and your family through each life stage by helping you understand the various financial issues, concerns and opportunities that you face.
 
Investing For Income:
One of my focused strategies is "Investing for Income"...I specialize in creating income-focused portfolios that are structured to provide my clients with regular monthly income.  Whether you use the monthly investment income to support your lifestyle or enjoy the freedom of saving the money for future interests or investments, it is very rewarding to see a most tangible benefit to investing your money.  For more information and examples on "Investing for Income" strategies and portfolio structure, please contact me.