Plan with Bryanna
Meet Bryanna
Bryanna is friendly and approachable, with a strong passion for helping clients build confidence in their finances. Drawing on experience across multiple roles within the credit union system, she delivers personalized, clear, and easy-to-understand guidance tailored to each client.
As a Virtual Investment Specialist, Bryanna takes pride in helping clients work toward their financial goals through a remote experience. She is committed to creating a supportive and comfortable environment where clients feel informed, empowered, and confident in their financial decisions.
Areas of expertise: Mutual Funds, Registered Retirement Savings Plans (RRSPs), Retirement Income Funds (RIF’s), Locked-In Retirement Accounts (LIRA’s), Life Income Funds (LIF’s), Tax Free Savings Accounts (TFSAs), First Home Savings Accounts (FHSA’s), Registered Education Savings Plans (RESPs)
Credentials: Bachelor of Arts, Canadian Securities Course, Certified Executor Advisor (CEA)
Spoken languages: English