Bio
Brett is co-founder and Managing Partner of Unfold. As a Certified Financial Planner® professional, he is responsible for the strategic direction of the Company and overall execution of all aspects of the financial planning process.
Working closely with our clients, he provides oversight and direction for developing individual strategies and recommendations to meet client objectives. With over 10 years of industry experience, he is committed to building strong 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