About
Brent Beaudoin, CFP
As a Certified Financial Planner with nearly 25 years of experience, I am driven by providing my clients with end-to-end financial planning strategies and solutions to meet their current and future needs. We use a well defined and simple process to help them understand where they are today and where they can be tomorrow. With accurate information from asking the right but tough questions, both you and our team will better understand where you are today and how you will get to where you want to be.
Born and raised in Corunna, ON, Brent is a graduate of Brock University where he distinguished himself as a varsity swimmer with 2 OUA medals, and 1 Canadian University Championship before beginning work with Canada Life in 2001. Brent and his wife, Lisa, are proud parents of two amazing daughters and Brent continues to pursue an active lifestyle of mountain biking, hiking and canoeing throughout the year. Brent has also distinguished himself by donating blood over 25 times and counting.
Vision:
Our vision is to be trusted and respected by our families, clients, and profession as the model financial advisory firm that helps others / families as they transition through life’s financial cycles.
Mission:
To help families and individuals plan for and work through the steps of planning for their life’s goals and dreams by building and implementing financial plans and strategies consistent with their needs and goals.
