Jacob Brennan

Financial Security Advisor
Investments Representative

As a business owner, financial security planning is very important to help make sure your business is successful, and you’re prepared for the unexpected. Work with me to create a tailored financial security plan for your business that includes:

  • Protecting your business
  • Keeping good employees
  • Estate planning and wealth management
  • Succession planning
  • Retirement planning

Find out more about how financial security planning can help your business – contact me today.

Contact

Contact me today to learn more

Recent posts

November 2022 market update

Dec 07, 2022 - Canada Life Investment Management Ltd.

A slowdown could be on the horizon for the U.S. Federal Reserve...

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How to make an impact with strategic charitable donations

Dec 01, 2022 - Canada Life

Charitable giving is good for you and good for your community – but can strategic charitable giving also be good for your financial plan?...

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How key person insurance can help your business

Nov 15, 2022 - Canada Life

Key person insurance is insurance a company buys on the life or health of an owner or employee crucial to the company’s success....

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