Brian EckhardtFinancial Advisor
Whatever your stage in life, you need the confidence that you’re ready for anything that comes your way. We bring this peace of mind to our clients by taking an unconventional approach where product recommendations are secondary to what our clients hire us to do in the first place – creating a financial game plan.
Since completing my business degree at Brock University (2003-2008), I’ve built an advisory practice helping clients and their families truly live their dreams. Through our partnership with Investment Planning Counsel (IPC), my team is able to provide unparalleled access - for both individuals and businesses - to industry leading investment managers, insurance companies and banking institutions as we implement the financial plans we build with and for our clients.
If you have any doubts whether or not you're working with the right Advisor, reach out by email and I'll send you a brochure with 10 key questions you should ask yourself to help find out.
Deeply committed to my profession, I am currently pursuing my Registered Retirement Consultant (RRC) and Certified Financial Planner (CFP) designations. But when I take my financial advisor hat off at the end of the day, my wife Reva and I have a blast raising our two kids (Norah & Isaac) from our home in Niagara Falls.
*Investments and banking referrals are provided through IPC Investment Corporation, a Mutual Fund Dealers Association of Canada member. Insurance products are offered through the personal life insurance license of Brian Eckhardt, in partnership with IPC Estate Services Inc. & PPI Solutions.