Your trusted Canadian financial planner, helping families, professionals, and business owners grow and protect wealth with confidence.
At Flex Financial Strategies and Planning, we believe financial planning is about more than numbers—it’s about life, livelihood, and building security through every stage of your journey.
Every client has unique goals. From education savings to retirement strategies, we create financial plans tailored to your needs.
Smart, sustainable investment planning with using tax-efficient tools such as RRSPs, TFSAs, and diversified portfolios designed to help your money grow steadily.
Being flexible is important to ensure the strategies are aligned with your current state, while changes to your life allows for the strategies to be flexible to fit you.
With experience spanning Fortune 500 corporations to small businesses, and as a CFP® professional, Brandon helps clients simplify complex financial decisions. As a financial advisor specializing in RESP, RRSP, TFSA, and FHSA planning, his mission is to empower families and professionals with strategies that bring peace of mind and lasting results.
As founder of Flex Financial Strategies and Planning, Brandon believes that every financial plan should be crafted not just on numbers, but also accounts for the flexibility on the ever-changing real-life goals, challenges, and dreams.
No matter what stage of life you’re in, Flex Financial Strategies & Planning will guide you every step of the way.
From budgeting to long-term goals, we design roadmaps that balance your needs with tomorrow’s ambitions. Whether you need RESP advice or FHSA strategies , we’ll guide you.
We create diversified portfolios and tax-efficient approaches—using TFSAs, RRSPs, and non-registered accounts—to help your money grow while adapting to market changes.
Secure your retirement and wealth transfer with tailored RRSP and TFSA strategies, protect your estate, and create financial peace of mind for generations to come.
Specialized guidance for business owners—including incorporation strategy, tax efficiency, group benefits, and succession planning to support long-term business growth.
Protect what matters most with life, disability, and critical illness coverage tailored to your family’s needs and circumtances—integrated into your financial planning strategy.
Smart tax strategies to reduce your burden and maximize after-tax income through careful planning of investments, deductions, and income streams.
Knowledge empowers smarter decisions. Explore resources on RESP savings, RRSP vs TFSA strategies, FHSA planning for first-time buyers, retirement planning, and tax-efficient investing.
From RESP education savings to FHSA first-home strategies and RRSP/TFSA retirement planning, we’ll help you make confident financial decisions today for a stronger tomorrow.
