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.

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Who Am I?

Jerry Brown, CFP, EPC, PRPSenior Retirement PlannerI have been in the financial services industry since 1976 and have been based in our Abbotsford office since 1990. During that time I have successfully guided my clientele through numerous life and economic challenges. It is this experience and total personal approach that has been the strength of my service.

Jerry Brown

I have completed the Canadian Securities Course, the Professional Financial Planning Course (PFP), and am a recognized Certified Financial Planner (CFP) Professional. A CFP designation is essential for financial planning today.

My EPC designation, “Elder Planning Counselor,” is critical for Retirement Transitional Planning. Having completed this in-depth educational program, helps me to recognize the needs and services of the aging and the elderly. This knowledge is essential in assisting you to work with your aging parents and key to helping you visualize your own life changes in your later life.

In 2009 I was recognized with the PRP (Professional Retirement Planner) designation from the Retirement Planning Association of Canada. Unlike other professional designations available to financial planners, the PRP demonstrates a specialization to the holistic or life approach to retirement planning. At that time I was only the 60th advisor in Canada to achieve this designation.

I am an active member of the Financial Planners Standards Council (FPSC), and the Canadian Initiative for Elder Planning Studies (CIEPS). I also serve as President on the executive committee of the Abbotsford Estate Planning Association and am past president of our residential strata council.

My wife Sandy and I live in Abbotsford, BC and have four adult children and four grandchildren. In 2016 I received an award for 15 years of volunteering with the BC Transplant Society. (I was blessed with a successful kidney transplant in 1998.)

 

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Testimonials View All

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 GueldnerAbbotsford, BC

Serving Throughout the Lower Mainland of BC, Canada

Call for information: 604-859-9966