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Personal and business succession planning involves the orderly and tax efficient transfer of assets to the next generation. This process will engage your personal advisors, ie. accountant, lawyer and incorporate your personal values such as philanthropic bequests.
Life’s risks sometimes include unforeseen, sickness, disabilities and pre-mature death. We will assist you in developing strategies using critical illness insurance, disability insurance and life insurance to ensure that you, your family and your business partners will realize their financial goals in the event of an unexpected event.
We will provide investment solutions that are tailored to individual and corporate time horizon, risk profile and ultimate dollar objectives. We will utilize a variety of products including market-based funds, annuities and
He has a people first approach to financial services which begins with questions and conversation, and transitions to strategies and solutions. His extensive experience working with families, professional groups and businesses of all sizes make him a valued resource. Brian is married and has two adult children. Outside of business Brian’s interests include; yoga, cooking, reading, golf and cycling (in summer).
Lois brought her considerable industry experience to Bradex Financial in 2013. Lois’ relationship skills coupled with her love for filing and paperwork, (it’s true), make her ideally suited for her function of Office Manager. When not at work, Lois is singing with the Jubilate Vocal Ensemble, taking walks, socializing with friends and always wishing for more time with her two adult Sons.
and reliable advisor”
"Brian has been a fantastic financial advisor to my family over the years. We started with a little RRSP account at first but now he is involved with most of the financial planning for all of my family members including my retired parents. He is responsive, prompt and reliable advisor who deeply cares about his clients and clients’ financial objectives. He is highly insightful and always makes time for his clients to provide explanation and appropriate suggestions which I appreciate the most. I recommend Brian Friesen without reservation."
Jane Lee Crt. C.
Managing Director of JLC Inc.
"Brian took the time to get to know my financial goals and made complicated investment information easy to understand. We have established a great rapport and I feel extremely comfortable with Brian. He has consistently delivered expert insights and thoughtful financial guidance, and I have been more than happy with the performance of my investments. I cannot say enough about Brian’s excellent counsel and professional advice. Without reservation, I would enthusiastically recommend his services."
Terry Wilms, CPA, CGA
Senior Manager, Taxation Services KPMG LLP
“Family and business solutions”
“Brian has been a representative for my family for many years. He has taken the time to understand our family dynamic before presenting us with proposals. As a result, his suggestions are always well suited to our particular situation. We appreciate that he always puts our family interests at the forefront and is excellent at following through with our questions or concerns.”
Michael Redekop, CPA, CA
President, CFO, Quadra Homes
Our office is in downtown Vancouver, but we are always happy to meet you at your home or office with flexible hours.
Bradex Financial Services Inc.
800-1185 W. Georgia St.
Vancouver, BC V6E 4E6
Phone:604 657 3210 | Fax:604 684 9286