CFP® – Certified Financial Planner
CIM® – Chartered Investment Manager
Financial Adviser – Investia Financial Services Inc.
Owner – SPEIR Wealth Management Inc.
Originally from Ontario, Brett has traveled to, worked and lived in many countries around the world before making Kelowna his permanent home. Brett has been working as a financial adviser in Kelowna for a little over a decade now and can’t imagine living anywhere else!
Designated as a Certified Financial Planner® & Chartered Investment Manager, Brett holds life insurance and investment licenses in B.C., Alberta, and Ontario. With a background in business and risk management, he previously worked as a U.S. equities trader for a boutique Canadian firm. Previous to that, he held a director-level position at an international business strategy company, overseeing the operations in several different industries.
Brett was elected to the board of the Financial Planning Standards Council by fellow CFP® professionals in 2014 and was recently reappointed for a second three-year term. The “client’s best interest” is not just a phrase for him but instead something that Brett truly believes in and keeps at the forefront of his mind in all aspects of financial planning and client services.
As a dedicated supporter of his local community, Brett has served on the Board of Directors for the local chapter of the Canadian Mental Health Association as well as the Ballet Kelowna Society. Brett is also a founder of the 100 Men Who Give A Damn Kelowna – a “non-organization” that meets quarterly to raise money for local charities. As a fully certified Search and Rescue Manager for the BC Provincial Emergency Program, Brett also volunteers with the Central Okanagan Search and Rescue team. In his spare time, Brett can be found in the mountains rock climbing, skiing, white‐water kayaking and mountain biking with his wife and two sons.