Brian Brotherston, QAFP^®, CLU®

Senior Associate, Insurance & Investment Specialist

Brian has been a trusted advisor in the financial services industry for over a decade, helping business owners and families navigate their roadmap to retirement while fortifying their estate plans. He specializes in using innovative insurance solutions to create liquidity and address complex planning needs, including intergenerational wealth transfer, estate equalization, and retirement income strategies.

A Qualified Associate Financial Planner (QAFP™) and Chartered Life Underwriter (CLU®), Brian works closely with accountants, lawyers, and other professionals to provide integrated and tax-efficient solutions.

Brian’s dedication to clarity, personalized service, and innovative strategies continues to make him a valued resource for clients seeking confidence in their financial future.

Email Address: brian@vantagefg.ca