Brian Crosby, CFP, CLU, CEBS
President

Brian holds the CFP (Certified Financial Planner) and CLU (Chartered Life Underwriter) and CEBS (Certified Employee Benefit Specialist) designations and completed a Bachelor of Arts in Economics at Carleton University in Ottawa in 2014. With over 30 years of experience in business, Brian has an acute understanding of the challenges you face in individual, family and business planning.

Brian focuses intently on providing information in a concise and plain language format to allow you to make informed decisions.