Growing up, my parents instilled the value and importance of saving. As a young man, portions of my allowance and wages were always put aside "for a rainy day". I was taught that hard work and discipline are an integral part of personal and professional success.
As a Certified Financial Planner (CFP), I have found a career that allows me to help others in a gratifying and productive manner. I believe that educating and explaining financial concepts is incredibly important for my clients, and I strive to make those concepts understandable.
I enjoy getting to know my clients, understanding what they are trying to achieve, and creating a personalized plan to help them achieve their goals. Whether it's planning for retirement, saving for post-secondary education, or ensuring that loved ones are protected and taken care of, understanding my client's goals and needs is my highest priority.
When not in the office, I love to spend time with my wife and two daughters. One of our favourite past times is skiing together as a family.
I am grateful for the opportunity to work with so many wonderful people everyday in our practice. I look forward to building new relationships in the future!
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Socially Conscious Investing
- Education Savings Strategies
- Divorce Finances
My Personal Interests
- Skiing
- Running
- Cycling
- Active Lifestyle
- Rock Climbing
Office Information
Phone Number
Brook Dyson at (905) 319-1522Weekday | Availability |
---|---|
Monday | 08:30AM - 08:30PM |
Mon | 08:30AM - 08:30PM |
Tuesday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thursday | 08:30AM - 08:30PM |
Thu | 08:30AM - 08:30PM |
Friday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:30AM - 08:30PM |
Mon | 08:30AM - 08:30PM |
Tuesday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thursday | 08:30AM - 08:30PM |
Thu | 08:30AM - 08:30PM |
Friday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
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