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Meet Brian


As times goes by, even the best personal financial plans must be kept up-to-date. At regular intervals, you need to revisit your personal profile, review your plan's "fit" and style, and make sure the details in place are all current and still applicable to your situation. This review helps you to measure your success along the way, keep your eye on your long-term goals, and continue to shape your own future.

Contact us to find out if your financial plan measures up

Brian Ward, BBM, CFP Photo Brian Ward, BBM, CFP Hover Photo

Brian Ward, BBM, CFP

Financial Advisor - Manulife Securities Investment Services Inc.
Life Insurance Advisor - By Design Financial Services Inc. 

 

My chosen specialization is building tailor-made financial strategies by assessing the financial complexities of a portfolio, charting probabilities and providing creative solutions regardless of the size or shape of a person's financial situation. The individual needs and circumstances of the client, determines the fit for their financial plan.

Responsible investing is at the heart of By Design Financial Services' practice where we have adopted the motto "Making money is good ---investing it wisely is even better." People need a plan styled to their needs and designed for their lives. We are an independently owned practice that incorporates our compassionate financial expertise and believes in life-styled financial planning for men, women and families. 

For Insurance Inquiries: brian@bydesignfinancial.ca
For Investment Inquiries: brian.ward@manulifesecurities.ca

The Lifestyle Design Process™Contact Brian