Brandon Silbermann

Financial Advisor @Manulife Wealth

Waterloo, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2013 — Present

Financial Advisor @Manulife Wealth

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We provide professional financial advice for: Individuals, Families, and Business Owners. We pride ourselves in providing high quality service leading to long-term relationships. We will build your financial plan, offer you investment advice, discuss your long-term financial goals - all reducing the stress that finances and the unknown create.We specialize in working with business owners in the following industries : technology, agriculture & farming, construction, excavation, and the skilled trades.Our investment planning services provide clients with a detailed plan on how to achieve their financial goals. By discussing what really matters to you, together we can create a clear and concise strategy that works towards your goals. You define the goal; we’ll create a plan and implement a strategy to achieve it.Common goals of our clients: investing for retirement leaving a legacy saving for a child\'s education[RRSP TFSA LIRA LIF RRIF]Mutual fund dealing representatives (\"Mutual Fund Advisor\") registered with Manulife Wealth Inc. offer mutual funds. Insurance products and services are offered through Grey Silo Wealth Ltd.

EDUCATION

2008 — 2013

Telfer School of Management at the University of Ottawa

Bachelor of Commerce (BCom)

SKILLS

Risk ManagementBuy-Sell AgreementsExecutor AdviceLife InsuranceInvestmentsFinancial AdvisoryMedia TrainedFinancial PlanningDisability Insurance

ABOUT BRANDON SILBERMANN

No one is good at everything. As much as you may be in command of your business or career, chances are your personal wealth does not get the attention that it needs. I provide professional financial advice for Individuals, Families, and Business Owners primarily in Ontario and Alberta. I specialize in working with business owners in technology, agriculture, construction, excavation, demolition, and the skilled trades. The existing clients in these industries have formed the cornerstone of our client base for over 30 years. Our familiarity with the issues and opportunities in these industries help us give tailored advice.I\'ve been quoted in The Globe And Mail, Macleans\'s, Advisor.ca, and featured in Investment Executive for our strategies to attract and maintain relationships with young entrepreneurs. Recent media appearances include as a guest on SiriusXM 167 & as the cover story of FORUM Magazine for November/December 2017.If I can\'t be of service, I may know others who can meet your needs. After all, creating relationships and connecting people is a cornerstone of conducting business today.I\'m passionate about making new professional connections. Reach out if you want to talk investing, business, big ideas, Kitchener Rangers\' hockey, or MotoGP. b••••••••@manulifewealth.ca (51••••••27 ext. 202 Certified Executor Advisor (CEA) is an accredited specialist advising Canadian executors using a team-oriented networking approach. Mutual fund dealing representatives (\"Mutual Fund Advisor\") registered with Manulife Wealth Inc. offer mutual funds. Insurance products and services are offered through Grey Silo Wealth Ltd.

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Brandon Silbermann — Financial Advisor at Manulife Wealth in Waterloo, ON, CA | Unifers