GREENWOOD WEALTH

Brendan is a successful investment advisor and financial planner who helps individual families, business owners, professionals and retirees navigate risk and grow wealth with a focus on tax savings and providing more predictable returns year to year, which he coins as a constant risk strategy.

 

He is the founder of Greenwood Wealth of Worldsource Securities Inc. Greenwood Wealth is a branch that offers pension style investment management and comprehensive financial planning.  Worldsource Securities Inc. is the investment dealer and a division of Desjardins Group, one of the largest cooperative financial groups in the world.

 

Brendan has over 15 years of experience in the financial industry. He is a Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and holds a Bachelor of Commerce (B.Comm) degree.

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Brendan is an advocate of community building and mental health.  Outside of his business, you'll often find him leading a Toronto running club or on a new hiking or paddling adventure.