Brenan Formosa
Associate Investment Advisor @Richardson Wealth
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WORK HISTORY
Associate Investment Advisor @Richardson Wealth
Toronto, ON, CA
EDUCATION
Dalhousie University
Bachelor of Commerce - BCom
SKILLS
ABOUT BRENAN FORMOSA
Brenan Formosa is a Wealth Management professional focused on assisting successful families to achieve their financial goals. Brenan has been active in the Wealth Management industry since 2015 when he started the first of three Co-op terms with Richardson GMP Ltd. After graduating as a Finance Major from Dalhousie University, Brenan has been devoted to developing financial acumen with the end goal of assisting clients to meet their financial goals and improving their financial literacy. With the ever-growing need for innovation in Healthcare, Brenan actively follows the Health & Life Science Industry to stay engaged with new developments. In Brenan’s personal time, he stays active by playing golf, hockey, and softball. He also enjoys getting outdoors and spending time at the cottage./COMPLIANCE:2023-83/
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