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A Certified Cash Flow Specialist™ is uniquely trained to build and create that plan for you: giving you a clear path to your goals, designed with the money you already have.
Brendan was born and raised in Dauphin. After high school, he attended the University of Manitoba were he obtained a Bachelor of Commerce Degree majoring in Accounting. Interested in accounting, Brendan pursued his Certified General Accountant designation while working in Winnipeg at an international accounting firm. Also interested in Human Resources, Brendan attended the University of Winnipeg (Continuing Education Division) where obtained a Human Resources Diploma.
Missing the benefits a small community offers, Brendan and his wife Leonora returned to Dauphin. Brendan joined the partnership of Love & Persson Group in September 2008,and licensed to sell Mutual Funds in Manitoba. Brendan enjoys helping clients by assisting in Financial Planning and providing investment management services.
I chose to become a CCS because the impact of changing a client’s spending behaviours provides everlasting success.