Experience

EB wealth

• Canada
• Financial Services
• 1 - 100 Employee

• Director, Financial Planner

  • Jul 2019 - Present

  Brett is a Financial Planner who focuses on building strong and lasting relationships with clients through his client-first approach to financial planning. Brett is passionate about using evidence based frameworks to help clients navigate the complex world of wealth management and financial planning. Using empirical research allows Brett and his clients to focus on controlling the controllable’s and thus stay away from trying to outguess or time the markets. Brett obtained his Certified Financial Planner (CFP) designation in 2018 and is currently in the process of obtaining his Chartered Investment Manager (CIM) designation. Brett volunteers as a Board Member of the Heart and Stroke Foundation, Nova Scotia chapter. Show less



Eastport Financial Group

• Canada
• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Mar 2017 - Jun 2019

• Financial Security Advisor

  • Jun 2014 - Mar 2017



Riverside Golf & Country Club

• United States
• Spectator Sports
• 1 - 100 Employee

• Starter

  • Apr 2006 - Sep 2013

  Backshop and Starter - started as a backshop employee dealing with all the members clubs, interacting and taking care of their needs. In the last few years helped out with managing the younger employees and making sure everyone was doing their job efficiently. Promoted to starter, Brett took care of the first tee making sure members and guests were happy with their experience and getting people out on the course in a timely matter. Backshop and Starter - started as a backshop employee dealing with all the members clubs, interacting and taking care of their needs. In the last few years helped out with managing the younger employees and making sure everyone was doing their job efficiently. Promoted to starter, Brett took care of the first tee making sure members and guests were happy with their experience and getting people out on the course in a timely matter.



Clear Power Solutions

• United States
• 1 - 100 Employee

• Front Counter Sales Representitive

  • Apr 2012 - Sep 2012

  Summer Employee - responsible for many different parts of the business including customer service/sales, helping to build customer relationships. Also worked in operational efficiency and problem resolution with customers. Summer Employee - responsible for many different parts of the business including customer service/sales, helping to build customer relationships. Also worked in operational efficiency and problem resolution with customers.



Fundy Lacrosse Association

• Volunteer Head Coach

  • 2010 - 2012

  •Coached the U14 boys lacrosse team to the provincial finals in my first year as a head coach •Planned high caliber training sessions 2 times a week along with coaching additional games/tournaments •Positive and responsible role model for a large group of children and teens •Coached the U14 boys lacrosse team to the provincial finals in my first year as a head coach •Planned high caliber training sessions 2 times a week along with coaching additional games/tournaments •Positive and responsible role model for a large group of children and teens