I am an Administrative Assistant to a Financial Advisor covering Life Insurance, Insured Investments, Employee Benefits and Mutual Funds. We are looking to round out our client experience to include all aspects of savings, retirement and beyond.
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.
$100,000+
Estateably is an estate administration software platform that empowers executors to settle estates faster, while maintaining strict legal and regulatory compliance.
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.
Dylan
Brown
CEA,
CFP®, CFSB, CIM®, CIWM, CPCA®, EPC, FCSI®, FMA, RIS, RRC
CERTIFIED FINANCIAL
PLANNER®
CERTIFIED INTERNATIONAL
WEALTH MANAGER
Brown & Associates /
Sterling Mutuals Inc.
218-3270 Electricity Drive, Windsor, ON, N8W5J1
Phone/Fax: 519-944-4232
Toll-Free: 1-866-944-4232
Email: dbrown@bafs.ca
Web: www.bafs.ca
Bruce graduated from Western University (formerly known as The University of Western Ontario) in 1986 with an Honours degree in Computer Science. After 19 years in the high technology industry, designing, building and marketing equipment and software solutions deployed by the biggest communications networking companies around the world, Bruce obtained his license to trade in real estate in Ontario in 2005. He earned his broker license in 2008 and has helped hundreds of individuals and families navigate the purchase and sale of houses, condos, cottages, land, rural and multi-family properties for home or investment. Bruce strives to provide unparalleled research, guidance, and representation of his clients' interests.
I am a genealogist and work in Family History. Understanding and dealing with Estates is a natural part of that history.
Please visit my website at www.lesleybuchanan.ca
I am a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®) and a Certified Executor advisor (CEA) with over 25 years in the industry. My agency focuses on building strong, long-term client relationships. I have made it my mission to ensure that our clients are well protected and better prepared for the future. My team of insurance professionals and I take the time to build portfolios that meet the needs of our clients. We help individuals and business owners make sure they are taken care of in case the unexpected happens. We work hard to fully educate our clients and help them build appropriate portfolios for their homes or businesses. We educate our clients on their insurance and investment policies in an easy-to-understand method, and offer superior products and coverage to meet their needs now and in the future. Making a difference in a person’s life means going the extra mile. That's when our clients know we really do care! Our goal is to be your trusted advisor for all your insurance and financial planning needs not only for today but to help with you adn your family with the estate transition.