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Team BriCon Financial

Brian Collins

CFP®, Financial Advisor

Brian works with clients to create personalized plans to achieve clarity and simplicity around complex financial goals. In addition, he is diligent in implementing sensible wealth portfolios to aid in achieving your personal goals by balancing risk, costs and current opportunities.


Brian graduated from Conestoga College’s financial planning program with distinction in 2015 and attained his CFP (Certified Financial Planner) designation that same year. Brian has been working with wealth clients and their families since 2012. Prior to working in the financial services industry, Brian began his career working in both commercial and residential construction. The experience he gained early on in his career led him to deeply understand the importance of both building a sound plan and proper execution to achieve desired outcomes for his clients.


In his free time Brian enjoys playing a variety of sports, camping and hiking with his 2 children. He also volunteers his time at a local martial arts club teaching Karate in Kitchener, where he also lives.  When time allows, Brian is also an avid fan of movies.

519.579.5477

2-625 Wabanaki Drive
Kitchener, ON   N2C 2G3

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Connie Compton

Mutual Funds Salesperson

Connie helps client achieve their income goals with “tax smart” strategies.  Her passion is detail, which as her follow through all “to do’s” with a goal of 100% efficiency.

 

Connie completed two years of business and Computer Studies program in Newfoundland.  She has been working in the financial industry since the late 90’s.  Connie keeps current with the changing tax landscape through ongoing coursework on tax changes and implications.  This commitment to up to date tax education and experience allows her to help clients achieve their financial goals with minimized tax consequences.

 

In her free time, Connie enjoys gardening, cooking and spending time with her husband and their two daughters.  She also enjoys walking their dog, Jake and spoiling their cat, Lily.

519.579.5477

2-625 Wabanaki Drive
Kitchener, ON   N2C 2G3

Leigh Grubb

Office Manager, Administration

Leigh is our “go to resource” to help you schedule meetings, plan events and deal with questions you may have that are beyond the scope of investments.  She has been focused on the team’s virtual experience with clients to add simplicity and convenience to their investment experience.  Along with keeping the office running smoothly Leigh ensures all financial transactions are done promptly and correctly.

 

Leigh has been with Brian and Connie’s team since December 2016.  She has worked in the financial industry for 25 years.  Her job experiences have provided her a thorough understanding about delivering memorable client service. She is also passionate about continued educations in the everchanging landscaper of conduct and practices of the financial industry.

 

When Leigh is not in the office, she enjoys spending time with her husband and two daughters, travelling when the opportunity arises as well as art and reading in the quieter moments.  Another beloved member of the family is her Labradoodle “Ripley”.

519.579.5477

2-625 Wabanaki Drive
Kitchener, ON   N2C 2G3

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Mutual Funds:

 

Mutual funds are offered through Investia Financial Services Inc. “Investia”. Mutual funds are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.

Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund investments. Please read the Fund Fact or prospectus carefully before investing. Mutual funds are not guaranteed, their values change frequently, and their past performance may not be repeated.

 

Insurance: Insurance products are provided through PPI.

OR

Insurance products are provided through multiple insurance carriers.

 

Segregated funds

Segregated fund products are offered through Investia Financial Services Inc. and/or multiple carriers.

Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.

 

Guaranteed Investment Certificates

Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.

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