Brent Buchanan, CA, CFP
Senior Investment Advisor, Portfolio Manager
Brent Buchanan is an Investment Advisor with over 35 years of industry experience. Brent has a Bachelor of Commerce degree in Accounting from the University of Alberta. Brent has also attained the Chartered Accountant, Certified Financial Planner and the Chartered Investment Management designations. He is a licensed Life Insurance Agent and qualified to provide estate planning advice. His investment philosophy centers on the fundamental principles of diversification, asset allocation and purchasing quality investment products. In addition, tax considerations and estate planning are essential elements of the financial plans that he creates. Brent incorporates all aspects and needs of the client into a comprehensive investment plan Brent is a certified Portfolio Manager and can provide discretionary managed services to all his clients. Brent has been married to Sheila for 40 years and have four children and eight grandchildren. When away from work, Brent enjoys travelling, time with his family and spending time out on the golf course.
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Brent Buchanan, CA, CFP
Portfolio Manager