About Us

Our client's financial well-being is paramount above everything else. We strive continuously to help every client achieve their financial goals and dreams with the least amount of risk.

Brian Shumak

B.Sc., CLU, CFP, CHS, CFDS, TEP

After graduating with a Bachelor of Science from the University of Toronto in 1990, he moved into the Insurance Business to continue a fifty-year family history. Since his initial foray into the insurance world, Brian has excelled in the corporate and personal arenas of Employee Benefits, Wealth Management and Estate Planning.

Brian has also been an active member of his community assisting in the raising of many thousands of dollars for charity.

After completing the university level Chartered Life Underwriter (CLU) curriculum in 1998 and obtaining his designation, Brian ventured abroad to work in one of the world’s financial capitals in Zurich, Switzerland.

Upon his return, he has resumed an active role in the Financial Planning World, obtaining his Certified Financial Planner’s (CFP) designation in 2003 and his Trust and Estate Planning (TEP) designation in 2004. He also served on the Board of Directors at Advocis, in 2004 and 2005, as the Director of Mentoring where he redesigned the program from top to bottom. In addition, he continued to build his successful practice. In addition, in 2016 Brian obtained his Chartered Financial Divorce Specialist (CFDS) designation becoming only one of about three hundred in Canada to have passed the required exams to achieve his designation. In 2017, continuing with his commitment to ongoing education, Brian obtained his Certified Health Insurance Specialist (CHS) designation as well.

"I provide independent financial advice to ensure that every financial plan I prepare for a client is based on unbiased research.

I value a client's trust above everything else and once a client makes a decision to work with me, I continually work hard to maintain their trust.

My primary goal is to ensure that all key aspects of each client's financial plan are addressed in a manner consistent with professional financial planning practices.

Combined with my dedication to my clients, my long term experience in financial planning allows me to provide unparalleled expertise when helping my client to increase their wealth, reduce their risks and lower their taxes."