OUR SERVICES
Comprehensive
Financial Plans
A Comprehensive Financial Plan is like a roadmap for your money.""It is a detailed plan that takes into account all aspects of life events, such as marriage, buying a home a new addition to the family etc."". It helps you set goals, create budgets, and make smart decisions about things like saving, investing, and managing debt. Think of it as your personalized guide to achieving your financial dreams.
Portfolio
Construction
Portfolio Construction is like putting together a team of players for a sports game, but in the world of finance. It’s the process of selecting and organizing different investments to build a well-balanced investment strategy. The goal is to create a mix that matches your financial goals, risk tolerance, and time horizon. Think of it as carefully choosing the right pieces to build a strong and reliable financial foundation. This way, you can increase your chances of achieving your long-term financial objectives.
Tax & Estate
Planning
Tax & Estate Planning is all about making sure your money is used in the best way possible, both now and in the future. It involves strategies to minimize the amount of tax liabilities and to ensure that your assets are distributed according to your wishes after you become an angel. It’s like putting safeguards in place to protect your hard-earned money and pass it on to your loved ones in the most efficient way.
Retirement & Income
Strategies
Retirement & Income Strategies are all about making sure you have enough money to enjoy life after you stop working. It involves careful planning to ensure you have a reliable source of income during your retirement years. This can include things like pension plans, investments, and other financial tools. It’s like creating a financial safety net so you can relax and enjoy your golden years.
ABOUT US
BRICON FINANCIAL
At BriCon Financial, our mission is to guide our clients toward financial stability and prosperity. We are committed to providing expert financial advice and tailored strategies to help individuals and families achieve their goals. With a strong focus on trust, integrity, and personalized service, we ensure that our clients’ best interests are at the heart of every decision we make.
Our dedicated team of professionals stays current with industry trends to offer innovative solutions in an ever-changing financial landscape.
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We measure our success by the financial well-being and peace of mind of our clients, striving to be their dependable partner on the path to financial success.
ACCOUNT OPTIONS
INCREASE THE
VALUE OF YOUR MONEY
Choosing the right account options can make a significant difference in growing the value of your money. With carefully selected account options, your money can work harder for you, potentially earning higher returns and increasing its overall value over time.
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Tax-Free Savings Accounts (TFSA)
First-Time Home Buyers Savings Accounts (FHSA)
Registered Retirement Savings Plans (RRSP)
Registered Education Savings Plans (RESP)
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Registered Disability Savings Plans (RDSP)
Locked-In Retirement Accounts (LIRA)
Non-Registered Accounts
TYPES OF INSURANCE
We offer a comprehensive life insurance line up including: Disability and Critical Illness, Health Insurance as well as Term, Universal and Whole life policies.
Term
Life Insurance
Disability &
Critical Illness
Health
Insurance
Universal
Life Insurance
Whole
Life Policies
YOUR EXPERTS
MEET THE TEAM
TRUST BRICON
WHY CHOOSE
BRICON FINANCIAL
As an independent office, we have the freedom to collaborate with industry-leading investment and insurance companies. This means we have access to a diverse range of high-quality products and services tailored to meet your specific needs.
Our independence allows us to focus solely on what’s best for you, ensuring that we can provide the most effective and personalized financial solutions.
HAPPY CLIENTS
CLIENT TESTIMONIALS
Mary S.
I have been a client of Connie and Brian for many years. I feel truly lucky that I found them. Not only have they handled my investments as if they were their own, but I have become a part of their investment family. They truly care about me as a person, are never too busy to see me and more importantly my investments have grown under their guidance. If you want people who are trustworthy and who are there for you, BriCon Financial is the way to go.
Betty S.
From the time I first connected with BriCon Financial many years ago the “feel good” element was present. Professional, friendly, knowledgeable, and proactive advice and suggestions have been provided in my best interest. I continue to be very happy with all interactions with the team.
Mary & Tony H.
Brian and Connie supported by Leigh provide a very professional service in the fields of financial advice and tax filing preparation. This is conducted in a ‘family like’ atmosphere, very friendly.
Their years of experience enable them to give advice based on that knowledge base, sound sensible advice which in our case has extended well beyond our investment days. They have been our guides and mentors over many years, we trust them explicitly.