Jacob Brennan

Financial Security Advisor
Investments Representative

As a business owner, financial security planning is very important to help make sure your business is successful, and you’re prepared for the unexpected. Work with me to create a tailored financial security plan for your business that includes:

  • Protecting your business
  • Keeping good employees
  • Estate planning and wealth management
  • Succession planning
  • Retirement planning

Find out more about how financial security planning can help your business – contact me today.

Contact

Contact me today to learn more

Recent posts

Five ways you can spend less on entertainment

Jun 15, 2022 - Canada Life

To help you stay on budget while still doing the things you enjoy, check out these tips...

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May 2022 market update

Jun 07, 2022 - Canada Life Investment Management Ltd.

Canadians aren’t just having a difficult time at the pumps. Read our monthly update to find out what’s been moving markets...

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Financial planning for LGBTQ+ families

Jun 01, 2022 - Canada Life

From financial planning to estate planning, there are many aspects to financial wellness that are unique to LGBTQ+ individuals, partnerships and families. Here are some considerations for your individual LGBTQ+ financial planning...

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