I am a funeral pre-planning specialist in MB and SK. I purposefully work to assist my neighbors, clients and friends in the Westman and Eastern Saskatchewan area. My years of experience in finance and now the funeral industry make me a helpful resource.
Working with families and business owners with a focus on retirement and estate planning. Comprehensive financial planning and portfolio construction are used to achieve goals without taking unnecessary risk. Trusts are used to address a wide variety of client needs.
I have worked for Access Credit Union since 2009. Started as a MSR and then moved up to an FSR role which has recently changed to a DSR II
About Patrick Briscoe, founder of Bayswater Wealth Management
Since 2012, Patrick’s main focus has been holistic financial advice for his clients – considering all aspects of their financial picture. From education savings to retirement planning, Patrick assists individuals in making calculated steps towards their financial goals. And he does so in a friendly and common-sense manner that is easy to understand.
Patrick holds an Honors BA in Social Justice & Peace Studies and Political Science from Western University, a Bachelor of Education (U of T), and is a member of the Responsible Investment Association and Rotary International.
Patrick’s dedication to social justice goes beyond the office and socially responsible investments. He has participated in various humanitarian initiatives, including free educational summer camps for children in Jamaica, a month-long food security delegation to El Salvador, among others.
When not at the office, Patrick is spending time with his wife Rita and their children. He has the travel bug and also enjoys skiing, scuba diving, and learning new hobbies.
Estateably is an estate administration software platform that empowers executors to settle estates faster, while maintaining strict legal and regulatory compliance.
Chet is dedicated to educating the public about the importance of
comprehensive personal financial planning. Chet's professional
qualifications include Certified Financial Planner and Registered
Financial Planner designations. Chet is Past President of the Institute of Advanced Financial Planners.
He has been a frequent guest on local radio and television
programs and has contributed articles to the press on the subject of
Chet became an independent financial planner after spending
a number of years in the wealth management subsidiary of a large
financial institution. He is experienced in all aspects of personal
finance including investments, estate planning, retirement planning, tax
planning and trusts.
Chet was the Regina Chapter of the Canadian Association of
Financial Planners nominee for the 2000 National Member of Distinction
Award. He is a former board member of Value Partners
Investments, an advisor owned mutual fund company. His firm was the Better Business Bureau of Saskatchewan Torch Award winner in 2006.
Chet was listed as one of Canada's Top 50 Advisors by Wealth Professional magazine.
I am a Certified Financial Planner and Registered Retirement Consultant. I work with clients holistically to ensure financial success in all stages of their life and beyond.
CFP®, CFSB, CIM®, CIWM, CPCA®, EPC, FCSI®, FMA, RIS, RRC
Brown & Associates /
Sterling Mutuals Inc.
218-3270 Electricity Drive, Windsor, ON, N8W5J1