About Us


Brian Friesen, CFP, CLU

Brian began his career in financial services in 1982. He has worked in a wide range of family and business contexts, helping individuals meet their estate planning, retirement planning and corporate risk management needs. In addition to his private practice Brian served as a branch manager for a major life insurance company. He has been an industry leader in both the capacities of independant advisor and corporate manager. He posesses excellent communication and team building skills, this coupled with his experience of over 25 years makes him an excellent resource as a planning and product placement resource.