Effective wealth management requires a strategy that considers and plans for all aspects of an investor’s financial needs

Brett Cranson has 8 years experience in the financial services industry. His work experience includes financial planning, insurance, banking, mortgages, loans and retirement savings. Brett has worked for large companies including RBC Royal Bank, Sun Life Financial and AGF Trust Company. He is currently part of the DOT Integrated Financial team, as an independent insurance and investment advisor and is helping his clients by delivering smart, customized plans and portfolios for their unique goals. Brett values the relationships he has with his clients and feels very strongly this has helped grow his business through referrals from those clients. Brett lives with his loving wife Jennifer and 23 month old boy Zachary and 4 month old boy Ethan.