About Bryan Wilson
Bryan Wilson, Certified Financial Planner ®
Let’s face it – taxation is by far the most significant factor that will undermine the creation of your wealth.
As much as you feel that you are in command, chances are there are a few critical areas of your financial plan where I can play a pivotal role.
I help Entrepreneurs and Professionals maximize their wealth by implementing the most tax efficient strategies available to Canadians. Since 2013, I’ve been working closely with my clients to help them understand the tax efficient cash extraction options within their corporations and tax-free investment strategies.
Entrepreneurs hate 2 things:
1. Losing money
2. Paying high taxesMy “Secured Wealth” system takes care of those 2 problems.
My areas of expertise include:
• Tax Elimination
• Wealth Protection
• Wealth AppreciationLet me show you how to implement my Secured Wealth system that will eliminate your taxes and grow your money predictably year after year.
Click to schedule a complimentary 1-on-1 online meeting with me now.
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 ®
- 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
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.
