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Welcome to Brennan Financial Group!

 

Brennan Financial Group is a seasoned and dedicated investment advisor team committed to helping our clients achieve their financial goals through strategic and personalized financial decisions. Our team brings a wealth of knowledge and expertise to guide clients toward long-term financial success, and peace of mind.

 

Our clientele is comprised of individuals, families and businesses seeking to build, preserve and transfer wealth. We serve a diverse range of clients, including High-Net-Worth individuals, professionals, retiree’s and entrepreneurs.

 

 

CIBC Wood Gundy

 

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 1,000 advisors in 80 locations across the country, we continue to provide clients with expert advice and superior service.

 

We support you through some of life’s most significant decisions, including:

 

Retirement and financial planning

Inheritance

Strategic philanthropy

Legacy planning

Business succession