BRETT KIRBY
Managing Partner
Brett is the co-founder and Managing Partner of Unfold. In this role, he is responsible for the strategic direction of the company and the overall execution of the financial planning process.
As a Certified Financial Planner® professional with over 10 years of industry experience, Brett works closely with clients while providing oversight and direction in developing individual strategies and recommendations to meet their objectives. He is committed to building strong, long-term relationships.
Brett earned his BA with Distinction in Political Science from Simon Fraser University and has obtained CFP® certification, the industry standard in financial planning.
Areas of Expertise
- Financial and risk management
- Investment planning
- Tax planning
- Retirement and pension planning
- Estate planning
Mutual funds, exempt market products, and exchange-traded funds are offered through Unfold Advisory, a registered trade name of Investia Financial Services Inc.