Douglas Breard

C.C.E.C.- P.D.L.E.S. Designated Student-Member Personal Benefits Adviser

Douglas Breard has 8 years of financial-planning experience and he is proud that so many of his clients have repeatedly turned to him for guidance and assistance with their financial future. He believes that it’s important to invest his time to understand what your financial goals before you invest your money. Whether you are planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of your loved ones, we can work together to develop specific strategies and monitor your progress to help make sure you stay on track to help you achieve your financial dreams. Lastly and the most important is educating my clients of the understanding of the Canadian Government Benefits of RESP, RRSP and TFSA. Many people simply overlook the importance of health and dental benefits, critical illness and life insurance. These products can ensure financial security to those who mean the most to you, such as your spouse, children and dependent parents. Throughout it all, I’m dedicated to providing you top-notch client service.