Be well-advised

Welcome to "Today's New Retirement"

Where your last day of work no longer means the beginning of your last phase of life.



Jerry has been monitoring my portfolio for more than a decade. He is exceptionally well informed in the markets. He is fastidious in staying up to date in the investment environment and very knowledgeable. He has steered me to the best investment opportunities available. I am looking forward to a comfortable retirement.

Dr. James Zacharias

We have been fortunate in having Jerry handle our financial and retirement planning for many years. His advice and support has helped us build a plan where we can enter our retirement with financial stability and a sound understanding of the life changes that retirement will bring.

His expertise and guidance have been a mainstay in navigating the ups and downs of the economy while keeping a close eye on the end goal. We highly recommend Jerry and sincerely thank him for his ongoing support and guidance.

Tim and Leanne Hannigan

Since we first began our association with you in 1994 we have had nothing but utmost satisfaction with our relationship. We always are made to feel you have time for us and feel relaxed and comfortable talking with you.

Bill and Mary Twemlow

My wife and I have been privileged to have Jerry Brown as our financial advisor for a number of years. He continually demonstrates a real concern for our financial well being. He has been giving us practical and timely advice as we transition into our retirement years.

John and Marilyn Vooys

Very pleasant to deal with, easy to talk to, and trustworthy. It feels like you genuinely care.

Debbie Jackson

Throughout our many years as clients we have always been treated with respect and integrity. We’ve received optimum attention, including detailed explanations when necessary. As clients, we feel valued!

Steve and Carolyn Boxum

I have been doing business with Jerry for over 15 years. During that time, Jerry has consistently been trustworthy, considerate, kind, generous, and caring. Furthermore, I have found Jerry’s advice to be reliably sound and accurate. To Jerry, his clients are more than just customers; he treats them as true friends

Tony Mayo; B.Sc., MA, MFA

Jerry Brown has been our financial planner for many years. He has also looked after our children’s education fund. There is no one we would trust more with our children’s or our own future than Jerry. He has gotten us great results even in difficult markets.

Dr.'s Brad & Dana Gueldner

Very friendly, efficient and the advice is always well thought out and in our best interest.

Perry and Joan Bratseth

Serving Throughout the Lower Mainland of BC, Canada

Call for information: 604-859-9966