Bryan Cresswell, Bba, Cfp®

Bryan Cresswell, Bba, Cfp® Email and Phone Number

Financial Planner at FocalPoint Financial Group Inc. @ FocalPoint Financial Group Inc.
kelowna, british columbia, canada
Bryan Cresswell, Bba, Cfp®'s Location
Kelowna, British Columbia, Canada, Canada
About Bryan Cresswell, Bba, Cfp®

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.

Bryan Cresswell, Bba, Cfp®'s Current Company Details
FocalPoint Financial Group Inc.

Focalpoint Financial Group Inc.

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Financial Planner at FocalPoint Financial Group Inc.
kelowna, british columbia, canada
Employees:
3
Bryan Cresswell, Bba, Cfp® Work Experience Details
  • Focalpoint Financial Group Inc.
    Financial Planner
    Focalpoint Financial Group Inc. Jul 2022 - Present
    Kelowna, British Columbia, Canada
    Inspiring confidence through comprehensive and personalized financial planning for the next generation of entrepreneurs, business owners, and professionals.
  • Investia Financial Services
    Financial Planner
    Investia Financial Services Sep 2022 - Present
    Kelowna, British Columbia, Canada
  • Tip Top Tailors
    Sales Associate
    Tip Top Tailors Nov 2018 - Present
    Kelowna, British Columbia, Canada
  • Omland Heal Chartered Professional Accountants
    Student Accountant
    Omland Heal Chartered Professional Accountants Jan 2021 - Aug 2021
    Penticton, British Columbia, Canada

Bryan Cresswell, Bba, Cfp® Education Details

Frequently Asked Questions about Bryan Cresswell, Bba, Cfp®

What company does Bryan Cresswell, Bba, Cfp® work for?

Bryan Cresswell, Bba, Cfp® works for Focalpoint Financial Group Inc.

What is Bryan Cresswell, Bba, Cfp®'s role at the current company?

Bryan Cresswell, Bba, Cfp®'s current role is Financial Planner at FocalPoint Financial Group Inc..

What schools did Bryan Cresswell, Bba, Cfp® attend?

Bryan Cresswell, Bba, Cfp® attended Okanagan College.

Who are Bryan Cresswell, Bba, Cfp®'s colleagues?

Bryan Cresswell, Bba, Cfp®'s colleagues are Michelle Aucoin, Ma, Cfp®, Clu®, Cdfa®, Cfds™.

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