Bryan works with business owners and next generation clients to create a path to financial security that balances achieving short- and long-term goals that are tax-efficient and manages risk. He understands young entrepreneurs and works to build the foundation for their personal and business success.

Bryan holds the Certified Financial Planner® designation, the gold standard for financial planners in Canada, and the Chartered Life Underwriter® designation, which enhances his knowledge of life insurance and its role in business succession, wealth transfer, and estate planning matters.

Bryan graduated with a Bachelor of Business Administration (BBA) from Okanagan College, specializing in accounting. Bryan interned at an accounting firm in Penticton, BC where he prepared corporate financial statements as well as corporate and personal tax returns under the mentorship of the firm’s management team. His understanding of taxation adds an important dimension of knowledge to the FocalPoint planning team.

Born and raised in the Okanagan Valley, Bryan enjoys a range of outdoor activities, including golf, waterskiing, and downhill skiing.