Brandon Spegel

Nothing is more rewarding than helping young professionals work to achieve their financial dreams.

Your financial goals are much more than a cookie-cutter approach to retirement, but rather a journey with life events that will shape you over time. No simple solution can build the future you want because you are unique. Whether you are buying your first condo or your family home, starting a new and exciting career or business, planning for your next vacation, thinking about your new or growing family, or planning for your future retirement, a trusted advisor who understands your unique journey can help you approach each new chapter with confidence.

You are not a cookie-cutter person, you strive to break all moulds, and as a Financial advisor, I understand that you need a plan that will continuously evolve with you.

I believe in a holistic and comprehensive approach to your wealth management. Your plan is as unique as you. As your needs change and become more complex, I work closely with you and bring a team of trusted professionals to deliver solutions just for you.

So let us work together to free up your time and give you more freedom, so you can experience the life you want the way you want to.

Specialties include Financial Planning, Tax Planning, Cash-Flow Management, Home Purchasing, Education Planning, Insurance Planning for Life, Disability and Long-term Care, Debt Consolidation, Portfolio Management, Retirement Planning, Estate Planning