Bryan Cresswell, Bba, Cfp® Email & Phone Number

In 2022 Bryan completed his studies at the Okanagan School of Business at Okanagan College with a Bachelor of Business Administration - Specialty in Accounting. During his studies, Bryan also found a unique aptitude of excelling in finance and marketing. Bryan showed a devout commitment to his academics and teammates as they successfully collaborated to win a gold medal at the 2022 National Case Challenge held in Montréal and a silver medal at the 2019 British Columbia Tourism Industry Winning Pitch Competition. Bryan spent the better half of 2021 working in an accounting firm to gain an understanding of personal and corporate taxes. He also enjoyed preparing financial statements for Canadian Controlled Private Companies. Bryan found an interest in long-term financial advising to help individuals make smart investments to reach their financial goals. He is able to recall his knowledge from his personal and corporate tax experience to help individuals and corporations reduce their respective taxation.He plans to continue his educational journey to obtain more knowledge to further assist his colleagues and clients.In his spare time, Bryan enjoys playing golf and spending time around the lake and mountains in the Okanagan.Disclaimer: Mutual funds, and/or exempt market products and/or exchange-traded funds are offered through Investia Financial Services Inc.

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  Okanagan College

  Accounting