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Brenda McCrae

Brenda McCrae, CCS, QAFP

Wealth Advisor

Brenda McCrae is a Wealth Advisor who has proven her ability and dedication to her clients. For 17 years, she has been helping families simplify their affairs and increase their quality of life through an integrated approach to wealth planning that includes expertise in cash flow, investments, insurance, tax, retirement and estate planning.

Brenda began her career as a Financial Service Representative in the insurance industry.  Her ability to build confidence and trust with people quickly escalated her to managing her own clientele.

Her disciplined approach and professionalism earned her a reputation for being financially astute and client-focused.

Brenda has a background in business and believes in continually improving her education.

She has earned industry designations that enhance her ability to deliver exceptional advice. Brenda has completed her QAFP & CCS designations and is a licensed insurance advisor in Ontario.

Whether you would like to discuss the benefits of cash flow planning or start creating your own wealth plan today, Brenda will be glad to answer your questions.