About Bryan Wilson

Bryan Wilson, Financial Advisor

Working both with business owners and the family market are the main focus of my business. I provide defensive strategies that protects the financial health of businesses and families in the tragic events of death, disability and illness. In addition, I provide offensive strategies that helps business owners pay less tax as well as simple but yet powerful methods of extracting money out of corporations tax efficiently. Furthermore, I provide business owners and families with easy planning methods that help them understand how much money they need to retire with confidence and knowing they will have enough to fund their retirement goals.

  • Helping People with Finances since 2013

    Started with Sun Life Financial

  • Independent Advisor

    Being an independent advisor allows me to choose the best solution for my clients.

  • Education

    • Bachelor’s Degree in Commerce with a major in marketing and minor in Finance
    • Certified Financial Planner ®   cfp_large
      • Financial Planning Fundamentals
      • Contemporary Practices in Financial Planning
      • Comprehensive Practices in Risk and Retirement Planning
      • Wealth Management and Estate Planning
  • Volunteer

    Coaching in Hockey

  • Awards

    • Graduated Commerce with Honours
    • Young Business Award in Hearst for Most Promising Entrepreneur (2015)
  • Hobbies

    • Hockey
    • Golf
    • Fishing
    • Hunting
Financial Horizons Group

Financial Horizons Group

Our Support Team

Our support and processing team is Financial Horizons Group. Financial Horizons Group is a leading, national MGA that provides a broad array of life, health, employee benefits, pension, investments, structured settlements, and risk management products and services to financial advisors.

Investia Financial

Investia Financial

Our Support Team

Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”). Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.

Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.

Insurance products are provided through multiple insurance carriers.