Brian Perry Email & Phone Number

WHAT I DO: I help educate Business Owners, Professionals, and HENRY's (High Earner, Not Yet Rich).WHY IT WORKS: I work with clients to build a game plan that incorporates far more than just investments. HOW IT WORKS: We start with a full examination of a potential client's financial picture at no cost, and then provide solutions as applicable to their specific situation and needs.ADDITIONAL BACKGROUND: I have over 25 years of experience in the Financial Services Industry where I have helped hundreds of clients achieve their financial goals. I have also recruited and trained a number of representatives in this industry.Prior to this career, I worked for General Motors Diesel Division (Locomotives) in London, Ont. While there I completed a co-op Engineering program before working as a Service Engineer in Canada. My assignments included work in Toronto, London, Vancouver, Edmonton, Montreal, and Sydney, NS. I subsequently spent two years working in Africa while based in Botswana. After two years, I was promoted to Area Sales Manager responsible primarily for S.E. Asia and the Pacific Rim. Most of my work centred in Bangladesh, Thailand, Malaysia, Indonesia, Australia, and New Zealand. During my 4+ years in this role, I also worked in the Middle East, and several South American countries.These experiences have provided me with a unique insight into different cultures and an intense curiosity about people, places, and human nature in general.

Listed skills include Team Building, Financial Education, Coaching, Term Life Insurance, and 4 others.

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  Independent Representative

  Primerica

  Canada

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  Kettering University

  Bscee