It began in 1977 with our founder, Cliff Braun. Cliff had been working with veterans, helping them with their pensions. When he formally retired, he knew his time serving the public was not done. He started Braun Financial Services Ltd., then called Braun Insurance and Financial Services, to give people a choice. A more personalize option than the big banks, a place where your name is known. He started by meeting people in their homes, getting to know them and their families. Only then would he hand craft a solution that was as unique as their needs. Competitive and strong, he aligned with large companies like Manulife Financial (then Maritime life). He had all the support and backing of the large institutions, but ran his office as an independent. He could choose which company and product best served his client’s needs and create solutions tailored to them. As a result the company grew and our legacy began.
In 1999 after Cliff’s passing, his wife Myrna Braun sold the company to their long-time and trusted employee Rosalie Leischner who partnered with Dave Terpening, then a Regional Vice President at Maritime life. Of all the interested parties that Myrna could have chosen, she knew that Rosalie and Dave would carry on the tradition of friendly personalized service and competitive independent strength. Rosalie spent her 32 year career dedicated to her clients before her retirement. Dave would also spend the remainder of his time at the company building personal relationships with our clients and ensuring that our high standards of service would continue.
In 2019 Dave and Rosalie sold to another long-time employee, Christine Conway so that they could enjoy their retirement, knowing the company was once again left in good hands. At that time Christine had spent a decade with the firm, hand-picked and trained by both Dave and Rosalie who instilled the strong values and importance of the work that we do for our clients so that they can prosper and reach their financial goals.
Through the years and through the changes that time brings, Braun Financial Services Ltd. has stood firm. Our legacy continues by providing you with the same personalized service that Cliff brought into his client’s homes many decades ago through a process that has been refined over the years. We serve generations of families, from those who started with Cliff Braun, their children who worked with Dave and Rosalie and the grandchildren who now work with Christine and her team. Our firm welcomes new clients and looks forward to providing you with a comfortable, warm and personalized experience.
If you’d like to discuss becoming a client and schedule your free initial consultation, please call our office at 604-521-3778 or email us at firstname.lastname@example.org.
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