My Branch Office Administrator, Hardip Alang, and I partner with business owners, professionals, and families in the White Rock and surrounding area who are committed to reaching their financial goals. Our established 5-step process offers strategies to save for and provide rising income in retirement, saving for education costs, risk management, pensions, and tax and estate needs.
My passion for investing began at an early age in 1990 when I was given one share of a dividend paying public company. The power of compounding interest and exponential growth eventually caught my attention and led me down a path of education in Financial Management and a career in Financial Planning. I enjoy sharing and applying this knowledge to clients to help them achieve their financial goals.
I have been a Chartered Financial Analyst (CFA) Charterholder since 2015. Earning the CFA Charter is a highly selective process, with fewer then one in five candidates becoming a Charterholder. Holding this charter signifies a high knowledge base for investments, planning, and analysis, and a commitment to the highest ethical standards.
I am happily married to my wife BrieAnne for the last 8 years and we're proud parents of a 3 year old daughter, Harper. Away from the office, I enjoy reading, running, cycling, and spending lots of time outdoors. Since 2014 I have been involved in ultra-running and have run mountain races of up to 50 miles, with a goal of running a 100 mile race.
My Personal Interests
Phone NumberBrian C Merwin at (604) 542-8932
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