Principal
Current
Jul 2018 - Present
AeroLeads people directory · profile
Brian R. Machan, Cfp® Email & Phone Number
Principal
at
Brian R. Machan CFP® / Machan Financial Services
1 work email found
@machan.ca
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal
Location
Burlington, Ontario, Canada
Who is Brian R. Machan, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Brian R. Machan, Cfp® is listed as Principal at Brian R. Machan CFP® / Machan Financial Services, based in Burlington, Ontario, Canada. AeroLeads shows a work email signal at machan.ca and a matched LinkedIn profile for Brian R. Machan, Cfp®.
Brian R. Machan, Cfp® previously worked as Wealth Management Advisor at Candor Financial Group Inc. and Wealth Management Advisor at The Gryphin Advantage Inc.. Brian R. Machan, Cfp® holds Tax Accounting Certificate, Business from Sheridan College.
Company email context
Email format at Brian R. Machan CFP® / Machan Financial Services
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*@machan.ca
68% confidence
AeroLeads found 1 current-domain work email signal for Brian R. Machan, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Brian R. Machan, Cfp®
Brian R. Machan, Cfp® is a Principal 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 ""
Listed skills include Financial Planning, Mutual Funds, Retirement Planning, Cash Flow Management, and 26 others.
Current workplace
Brian R. Machan, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Brian R. Machan Cfp® / Machan Financial Services
AeroLeads page
14 roles · 27 years
Brian R. Machan, Cfp® work experience
A career timeline built from the work history available for this profile.
Wealth Management Advisor
Wealth Management Advisor
Umpire
Having 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 Expert
Jan 2024 - Jun 2024
Wealth Management Advisor
Sep 2010 - Sep 2019
Wealth Management Advisor
Sipan Capital Inc.
2008 - 2010
~2 yrs
Personal Markets Account Manager
Responsible 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.
Nov 2006 - Aug 2008
Tax Associate
Feb 2006 - Apr 2006
Financial Advisor
Develop 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.
2005 - 2006
~1 yr
Account Officer
Provide administrative support to a team of Financial Planners and be responsible for day-to-day activities to support the clients' needs.
2002 - 2005
~3 yrs
Estate Transfer Officer
2000 - 2002
~2 yrs
Tax Associate
Feb 2005 - Apr 2005
Tax Associate
Feb 2004 - Apr 2004
8 education records
Brian R. Machan, Cfp® education
Tax Accounting Certificate, Business
Financial Planning Certificate, Financial Planning And Services
Ontario Mortgage Agent Course
Mortgage Professionals Canada
Conduct And Practices Handbook, Investments And Securities
Canadian Securities Institute
Canadian Securities Course, Investments And Securities
Canadian Securities Institute
Professional Financial Planning Course, Financial Planning And Services
Canadian Securities Institute
Bachelor Of Science (Honours), Business Operations
Bachelor Of Science (Honours), Business Operations
Devry Institute Of Technology
FAQ
Frequently asked questions about Brian R. Machan, Cfp®
Quick answers generated from the profile data available on this page.
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 Brian R. Machan CFP® / Machan Financial Services?
Brian R. Machan, Cfp® is listed as Principal at Brian R. Machan CFP® / Machan Financial Services.
What is Brian R. Machan, Cfp®'s email address?
AeroLeads has found 1 work email signal at @machan.ca for Brian R. Machan, Cfp® at Brian R. Machan CFP® / Machan Financial Services.
Where is Brian R. Machan, Cfp® based?
Brian R. Machan, Cfp® is based in Burlington, Ontario, Canada while working with Brian R. Machan CFP® / Machan Financial Services.
What companies has Brian R. Machan, Cfp® worked for?
Brian R. Machan, Cfp® has worked for Brian R. Machan Cfp® / Machan Financial Services, Candor Financial Group Inc., The Gryphin Advantage Inc., Slo-Pitch National Softball Inc., and Intuit.
How can I contact Brian R. Machan, Cfp®?
You can use AeroLeads to view verified contact signals for Brian R. Machan, Cfp® at Brian R. Machan CFP® / Machan Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Brian R. Machan, Cfp® attend?
Brian R. Machan, Cfp® holds Tax Accounting Certificate, Business from Sheridan College.
What skills is Brian R. Machan, Cfp® known for?
Brian R. Machan, Cfp® is listed with skills including Financial Planning, Mutual Funds, Retirement Planning, Cash Flow Management, Education Planning, Estate Planning, First Time Home Buyers, and Investment Planning.
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