“It’s not just what we do that’s important – it’s how and why we do it that differentiates us from the rest”
– Up Financial Team
Brent joined the Up Financial Team as a Financial Advisor in 2020. Brent brings over 4 years of experience working as a Financial Advisor at a nationally recognized financial services institution. Brent’s decision to join Up Financial was centered around providing clients with the best products and services available.
Having graduated from Mount Royal University with a Bachelors Degree in Business Administration, Brent has a strong background in the Financial Services industry through education and work experience. Brent is committed to lifelong learning and is currently pursuing his Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.
- Doctors, dentists, & professional corporations
- Young professionals
- Comprehensive financial planning including tax planning, retirement planning, insurance planning, and estate planning