As a Chartered Professional Accountant with over 25 years of experience in the financial services industry, Brian is committed to helping Canadians learn about the benefits of professional financial planning advice. Brian works with individuals and self-employed business owners who want to create financial stability, lower their risk, increase their returns, and live happier and longer for a better life.
As a Financial Security Advisor representing Canada Life and a wide range of other financial companies, Brian provides personalized and comprehensive financial solutions that cover life insurance, investments, and mortgages. Having a background in insolvency and credit counseling, gives Brian a unique perspective and skill set to serve his clients. Brian’s mission is to empower his clients to achieve their financial goals and dreams with confidence and peace of mind.
The needs of Brian’s clients are always at the forefront when it comes to recommending the best solution(s) available. His proactive approach has always served his clients well throughout the years, with predictable reliability. As Brian does not take anything for granted it has always been about the clients’ needs.
Brian Taub, B’Comm., CPA, CGA
Financial Security Advisor