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

How to find a financial advisor who’s compatible with you and your lifestyle

Aug 01, 2022 - Canada Life

There’s no one-size fits all answer for finding a financial advisor that’s best suited for meeting your specific financial situation and goals. However, there are tips you can follow to help you find a financial advisor who matches your needs...

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Tips for talking to a financial security advisor for the first time

Jul 25, 2022 - Canada Life

Does the thought of financial security planning feel like unknown territory?...

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Budgeting for a move

Jul 15, 2022 - Canada Life

Common moving expenses to budget for...

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