Tired of waiting in line and feeling like a number? Have you had to explain your very personal circumstances multiple times to the new face or voice over the phone each time you have an question about your investments or insurance? At Braun Financial Services, we get to know you and your story. Not only does this allow us to give you our best advice, but it also builds the foundation for a relationship that will last.
Choosing which financial services firm to work with is one of the most important decisions that you’ll make. When it’s done right, trust is earned over time and a relationship is built that makes your team of professionals feel like part of the family.
We’re proud of the fact that we’re independently owned and operated – and always have been. Being independent means that our staff doesn’t have the pressure of sales quotas and can take the time to find the product and solution that is the right fit for you. We have access to the major insurance companies in Canada including Manulife, Canada Life, Desjardins, Empire Life, IA Financial, RBC and Sun Life. We are backed by professional money managers and large companies that you already know and trust. But our real strength comes from offering personalized services. We want this process to be comfortable for you.
Providing value and service to our customers long after they initially became clients is the foundation of our success and the long term nature of the relationships that we share with our clients and their families. We have many families who have continued to work with us through the generations as wealth has transferred hands. Over the years, we’ve been able to refine our process so that we can craft solutions that are both unique to your family’s needs and also time-tested.
We’re built on family values and know how to successfully work with multiple generations of family members at the same time. This allows us to do unique long term planning that is customized to you and your loved ones.
Your success is our success. At the end of the day, this business is our legacy and our legacy becomes rich and meaningful when we help you fulfill yours.
If you’re looking for a dedicated team that will be around for the long term to get to know your story and your family, to help you and serve you, you’ve come to the right place. We offer personalized investment and insurance solutions from a team that cares.
If you’d like to discuss becoming a client, send us an email today at firstname.lastname@example.org or call our office at 604-521-3778 to schedule a free initial consultation.