Brian R. Machan, Cfp® Email and Phone Number
Brian R. Machan, Cfp® work email
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Brian R. Machan, Cfp® personal email
Brian R. Machan, Cfp® is a Wealth Management Advisor at Brian R. Machan CFP® / Machan Financial Services. He possess expertise in financial planning, mutual funds, retirement planning, cash flow management, education planning and 25 more skills. Colleagues describe him as ""
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PrincipalBrian R. Machan Cfp® / Machan Financial Services Jul 2018 - PresentBurlington, Ontario, Canada
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Wealth Management AdvisorCandor Financial Group Inc. Sep 2019 - PresentBurlington, Ontario, Canada -
Wealth Management AdvisorThe Gryphin Advantage Inc. Sep 2019 - PresentBurlington, Ontario, Canada -
UmpireSlo-Pitch National Softball Inc. 1990 - PresentOntario, CanadaHaving a passion for the game I began playing as a young boy, I started officiating with the Western Ontario Athletic Association in the spring of 1990. Since then I've been registered with Softball Ontario, Baseball Ontario, and Slo-Pitch National (and often multiple during a season). My 31 year streak was disrupted in 2021. It was great to get back out on the field in 2022. Now I can only hope my body holds out for another 30 years...I've lost count of the games I've worked and the number of people I've met over the years. It's been a joy to officiate games in two countries and teams from two continents. -
Tax ExpertIntuit Jan 2024 - Jun 2024Canada -
Wealth Management AdvisorCanfin Financial Group Of Companies Sep 2010 - Sep 2019Etobicoke, Ontario, Canada -
Wealth Management AdvisorSipan Capital Inc. 2008 - 2010Oakville, Ontario, Canada
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Personal Markets Account ManagerRbc Royal Bank Nov 2006 - Aug 2008Toronto, Canada AreaResponsible for establishing the day-to-day needs of customers banking, credit, and registered and non-registered investments.Duty 1: Day-to-day sales discussions with clients including providing general financial advice regarding credit, investment products, and mutual funds.Duty 2: Administration associated with product fulfillment. -
Tax AssociateH&R Block Feb 2006 - Apr 2006Etobicoke, Ontario, Canada -
Financial AdvisorTd Canada Trust 2005 - 2006Etobicoke, Ontario, CanadaDevelop the branch's personal customer base by providing sound advice to existing and potential customers. Used wealth management and debt management concepts to recommend suitable products and services to meet the customers' unique financial needs. -
Account OfficerTd Waterhouse - Financial Planning Service & Support 2002 - 2005Toronto, Ontario, CanadaProvide administrative support to a team of Financial Planners and be responsible for day-to-day activities to support the clients' needs.
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Estate Transfer OfficerTd Waterhouse 2000 - 2002Toronto, Ontario, Canada
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Tax AssociateH&R Block Feb 2005 - Apr 2005Etobicoke, Ontario, Canada
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Tax AssociateH&R Block Feb 2004 - Apr 2004Etobicoke, Ontario, Canada
Brian R. Machan, Cfp® Skills
Brian R. Machan, Cfp® Education Details
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Business -
Financial Planning And Services -
Mortgage Professionals CanadaOntario Mortgage Agent Course -
Canadian Securities InstituteInvestments And Securities
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Canadian Securities InstituteInvestments And Securities
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Canadian Securities InstituteFinancial Planning And Services
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Business Operations -
Devry Institute Of TechnologyBusiness Operations
Frequently Asked Questions about Brian R. Machan, Cfp®
What company does Brian R. Machan, Cfp® work for?
Brian R. Machan, Cfp® works for Brian R. Machan Cfp® / Machan Financial Services
What is Brian R. Machan, Cfp®'s role at the current company?
Brian R. Machan, Cfp®'s current role is Wealth Management Advisor.
What is Brian R. Machan, Cfp®'s email address?
Brian R. Machan, Cfp®'s email address is br****@****chan.ca
What schools did Brian R. Machan, Cfp® attend?
Brian R. Machan, Cfp® attended Sheridan College, George Brown College, Mortgage Professionals Canada, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Devry University, Devry Institute Of Technology.
What are some of Brian R. Machan, Cfp®'s interests?
Brian R. Machan, Cfp® has interest in Education.
What skills is Brian R. Machan, Cfp® known for?
Brian R. Machan, Cfp® has skills like Financial Planning, Mutual Funds, Retirement Planning, Cash Flow Management, Education Planning, Estate Planning, First Time Home Buyers, Investment Planning, Personal Tax Planning And Preparation, Residential Mortgages, Retirement Income Planning, Risk Management And Insurance Planning.
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