Brett@BrettLangill.com
Brett Langill, BA, CFP
CERTIFIED FINANCIAL PLANNER
EXPERIENCE
Currently a Senior Financial Planner and Partner of Brownstone Investment Planning Inc., with over 20 years of experience.
Prior to Brownstone, spent six years as a Senior Financial Planner with a successful financial planning company.
Eight years of experience as a Manager, and Director of Corporate Lending with CIBC.
SERVICES
Provide ongoing comprehensive financial planning advise for individuals, families and companies. This service includes managing financial assets, estate planning, tax and insurance analysis, proper asset allocation and retirement planning.
VISION
To understand each individual's financial and family situation, life style needs and goals. To implement a plan to achieve life long financial security and "peace-of-mind" to enjoy life.
CREDENTIALS
- Trent University, B.A. (Economics), 1988
- Canadian Securities Course, 1993
- Mutual Funds License, 1996
- Life, Disability and Accident License, 1996
- Certified Financial Planner (CFP), 1998
- Life Insurance Level II, 2000