2018 Spring Conference Speaker

A dual Canadian/U.S. citizen, Brian holds both the U.S. and Canadian CFP® designations, is a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners in the UK and holds the Canadian Investment Manager (CIM) designation.Based in the Phoenix, AZ area, Brian has written many articles on Canada/US Financial Planning, been quoted in numerous newspapers and journals in addition to speaking engagements but is most known as the author of two best selling books on Canada/US financial planning; The Canadian in America and The American in Canada.

Since January of 1997, Brian has worked specifically with American and Canadian residents moving between these two countries. Brian moved to Arizona in August 1990, to complete his MBA at the University of Arizona, moved back to Calgary with his US born spouse before moving permanently with his wife Kathleen to Arizona from Calgary in April of 1996.In addition to the CFP® designations and an MBA from The University of Arizona, Brian holds a Bachelor of Commerce degree from the University of Alberta, a Business Administration diploma from the Northern Alberta Institute of Technology (NAIT), and a Certified Advertising Agency Practitioner designation from the Institute of Canadian Advertising.