PARTNER AT UNFOLD & DIRECTOR OF OPERATIONS
As the Director of Operations, Bryn is responsible for the day-to-day operations of the company and ensuring clients receive consistent, high-quality service throughout their financial planning journey.
Alongside her operational leadership responsibilities, Bryn works closely with clients as a Certified Financial Planner® professional, helping them navigate their financial lives with confidence.
With a degree in Business and Psychology, Bryn combines technical expertise with an understanding of the behavioural aspect of financial decision-making. She is passionate about educating clients and empowering them to make informed decisions that align with their goals and values.
- Financial and risk management
- Investment planning
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Strategic corporate tax planning
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Retirement 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.