Read Nick Brown's investing advice for 2010 as featured in The Business Link newspaper.

Introduction to the Tax-Free Savings Account (TFSA)

This document provides an overview and examples of how the TFSA works.  Have a look and contact us to discuss how this important new financial planning tool can work for you.

Corporate Estate Transfer Strategy

If you own an incorporated business and are interested in maximizing your after-tax estate value then this document is for you.  Inside you'll find an overview and case study on how insurance products and the Capital Dividend Account can work for you and your loved ones.  Please have a look and contact us to discuss further.

BFS Risk Profile

Your financial security is defined by your unique set of objectives and tolerance for investment risk. We encourage you to complete this document and contact us to discuss the results. You can contact us here at anytime.

BFS Confidential Financial Review

Our ability to give you good advice depends on how well we understand your current situation and your plans for the future. Our comprehensive and confidential financial review document provides the foundation for our analysis and planning for your financial security. We encourage you to complete this document and contact us to set up an in-person review your current situation. You can contact us here at anytime.

BFS Disclosure Statement

At Brown Financial Security we are committed to providing objective, honest, and open advice to our clients. This document describes the financial services and relationships that we offer and rely upon to serve our clients.

BFS Disclosure Statement – client handout

As a client you will receive a copy of our Disclosure Statement for your records.