Ryan Brown
Partner & Financial Advisor @Escarpment Wealth Management
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WORK HISTORY
Partner & Financial Advisor @Escarpment Wealth Management
Burlington, ON, CA
Worry Less, Live More”As a financial advisor I strive to be the trusted partner to busy families, professionals & business owners to create a long-term personalized financial plan with the right investments & insurance that fits your life goals.The foundation of our client relationships is the one that is critically important in choosing a financial advisor: Trust. We know we must do right by our clients, without you we do not exist. As a client of ours, you should know that our ultimate goals is to make sure you achieve your financial goals. With that in mind, we are always looking to design long-term diversified investment strategies built within a planning process and are continually searching for the most cost-efficient, high-value ways to manage your money. Our hands on, research-based approach to finding appropriate retirement & investment income opportunities ensures we address all aspects of your financial situation when developing recommendations.Our knowledgeable financial advisors have a proven process for working with our clients that puts them in the best position to succeed.Step 1: Asking the Right QuestionsStep 2: Understanding What Your Goals are for the FutureStep 3: An Honest Assessment of How Attainable Those Goals AreStep 4: Explore What Actions We Need to Take to Get ThereStep 5: Constant Monitoring of Your Progress According to the PlanOur clients frequently tell us that by working with Escarpment Wealth Management they worry less & live more. For these reasons, if you or anyone you care about could benefit from another set of eyes feel free to book a FREE INTRO CALL.
EDUCATION
Western University
BA, Cross-Disciplinary Degree
SKILLS
ABOUT RYAN BROWN
I focus on providing busy families, professionals & business owners financial advice by offering thorough assessment and creating a long-term personalized strategy that addresses the needs of your financial life.With my 15+ years experience in the financial services industry, I share with my clients an expertise in financial planning, wealth management and asset management services. Prior to co-founding Escarpment Wealth Management, my professional experience included roles as: • Investment Associate for a major Canadian bank-owned brokerage firm, where I operated within an advisory team providing financial planning and wealth management advice to High Net Worth families and business owners.• District Vice-President with one of the world’s largest money managers, where I was responsible for distribution of investment management products through financial advisors. As a consultant, I had the opportunity to meet with financial advisors across Canada and provide strategic advice on investment concepts and practices.Community Activities & AffiliationsFormer Chair, Burlington Chamber of Commerce YPNCharitable Networks: Cdn. Blood Services & Food for Kids - HaltonI call Burlington \"HOME\" with my wife Seana and three boys aged 6, 10 & 20. Outside of the office you will find me spending time with my young family and friends, enjoying a round of golf, playing ice hockey, coaching U5 & U9 boys soccer, travelling the globe or enjoying a nice glass of wine on a patio.If you are interested in discussing your current financial situation please do not hesitate to call 1-855-5-WEALTH ext. 102 or email r•••@escarpmentwealth.ca. I\'m here to help!
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