Strategic Partner, Life By Design
Insurance Consultant – HollisWealth Insurance Agency Ltd.
Brian Laundry specializes in providing clients his expertise in financial, estate and tax planning as well as insurance.
Brian has been the Director of Wealth Management for an Oakville boutique financial planning firm, where the main focus was advanced financial planning for physicians and business owners. His specialty was corporate structure, financial planning and utilizing insurance to protect families against risk and tax.
Brian graduated with honours from Sheridan College with diplomas in Business Administration – Finance and Post-graduate Financial Planning. He completed the Canadian Securities Course (CSC), Personal Financial Planning (PFP) and Life Licensing Qualification Course (LLQP) amongst several Advocis specialized estate planning and tax courses.