About Brown Financial Security

Client success has been the foundation for growth and prosperity at Brown Financial.

We’ve been offering investment and insurance advisory services to businesses and individuals since 1993. At Brown Financial, we pride ourselves on the depth of relationships formed with our clientele.

In addition to client financial security, the most important measure of our success is the strength of our client relationships. Building strong relationships is the top priority for all of our team members, each of whom brings a unique set of skills to Brown Financial.

Nicholas Brown, B.A., CFP , CLU

President and Financial Planner

Nathan Brown, BASc., MBA, CFP

Vice President and FInancial Planner

Laurie Ptolemy

Office and Administration Manager



Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., Other Products and Services are offered through Brown Financial Security.