Brian is your Financial Advisor and primary advice-giver. He focuses on maintaining contact with you and keeping your financial plan up to date. This involves tax, estate and investment planning as well as insurance and education plans.

Brian acquired his Bachelor of Commerce Degree from McMaster University in 1982 and his MBA in 1987. He is a Certified Financial Planner (CFP) and a member in good standing of the Independent Financial Brokers of Canada (IFB). The IFB requires adherence to a Code of Ethics and regular educational and technical credits.

Brian has over 20 years experience in both personal and corporate finance, and has been an advisor at Bick Financial since 1995.

He enjoys helping his clients achieve their goals, is involved in the local community and is raising two boys with his wife Deanna.


 

 

Jayne Crowe - Jayne plays a vital role in your financial planning team. She is responsible for the day to day administration of client accounts. This includes business processing, maintaining records (both manual and computerized), and helping Brian stay in touch with you. Jayne also organizes all client service efforts, including mailings, seminars, and customer appreciation events. Jayne has over twenty years experience in financial services, with particular strengths in client relations and office administration. She very much enjoys helping people with their finances, and has successfully completed several course requirements towards her CFP designation. Jayne lives in Ancaster with her family and is actively involved in several groups within the local community.

jcrowe@bickfinancial.com
 

 

 

Amela - Amela is an important recent addition to your financial planning team. She is responsible for the day to day administration of client accounts, including processing paperwork and maintaining records. Amela also organizes client service efforts, including mailings, seminars, and customer appreciation events. Amela graduated from Mohawk College in May 2008, earning a 3 year diploma with Honors in Business Administration program. She has experience in financial services, specifically in business administration and client services. Amela is currently enrolled in the CFP program.

Dzaferi@bickfinancial.com