FINANCIAL ADVISOR
Brian C Merwin

My Branch Office Administrator, Hardip Alang, and I partner with business owners, professionals, and families in the White Rock and surrounding area who are committed to reaching their financial goals. Our established 5-step process offers strategies to save for and provide rising income in retirement, saving for education costs, risk assessment, pensions, and tax and estate considerations.

My passion for investing began at an early age in 1990 when I was given one share of a dividend paying public company. The power of compounding interest and exponential growth eventually caught my attention and led me down a path of education in...