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FMA, FCSI, Ch. P Strategic Wealth,
Administrative Associate
 Brian was born and raised in Toronto and is married to Theresa. He has been in the Financial Services Industry for over 7 years and holds the following professional designations: Financial Management Advisor (FMA), Fellow of Canadian Securities Institute (FCSI), The Chartered Professional Strategic Wealth (Ch. P Strategic Wealth).
Brian has also achieved the Canadian Securities Course, Conduct & Practices Course, Professional Financial Planning Course, Wealth Management Techniques Course and Investment Management Techniques Course.
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