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Brent Vandermeer joined the company in the spring of 1997
and over the years has successfully built a practice based
on solid financial planning and investment management.
His
areas of specialty include investment management, insurance*
and the development of personalized financial plans for his
clients. Combining numerous elements into a written financial
plan helps to ensure that his client’s objectives are
met. Through consistent communication with his clients and
a unique “Plan vs. Actual” report, he helps ensure
clients are progressing towards the achievement of their final
objectives. Brent is committed to this process and is confident
that he will provide timely, accurate and personal advice
and service to you.
Brent
is also the Branch Manager of the firm, which holds the additional
responsibility for overseeing the integrity and compliance
of all branch activities.
Brent
is a graduate of the University of Ottawa business school
with an Honours degree in Commerce, majoring in Finance. Over
the years he has continued developing his expertise by taking
many other industry-specific courses/designations relating
to investment management, insurance and risk management.
Outside
of the office, Brent, his wife Lisa and son Ryan, enjoy spending
time together, reading, traveling and a wide variety of sports,
especially running and triathlon.
Brent
sincerely welcomes you to contact him and he looks forward
to the opportunity of working with you.
He
can be reached at 613-727-0171

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