Brett joined Raymond James in 2020 after spending 25 years growing a successful Financial Advisor practice of a select group of families and business owners who put their trust in him. Brett tailors his practice to provide proactive, personalized financial advice that provides life-long security and peace of mind.
When he’s not helping clients reach their life goals, Brett can be found barbecuing on his back porch, traveling with his wife Claudia, walking by the lake with son Tomas, watching the Maple Leafs with daughter Nydia, or throwing a tennis ball for Jules, the family’s golden doodle.
Brett’s professional education includes a BA in Economics from Trent University; a Life Insurance license, 1996; Certified Financial Planner designation (CFP), 1998; Chartered Investment Manager (CIM), 2013 and a Fellow of the Canadian Securities Institute (FCSI), 2014.
You can reach Brett at (416) 901-6500 ext 21 or Brett.Langill@raymondjames.ca.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.