The Brown Financial team is dedicated to helping you achieve your financial freedom. It is our pledge to work with you to help you attain your financial goals!
Each member of the Brown Financial team is guided by guidelines set down by their qualifying institutions and will deal with you ethically and responsibly.
Danielle Brown – Financial Security Advisor
Danielle joined Brown Financial as a partner in 2007 after gaining valuable corporate experience in group benefits in Asia since 1997. Danielle held positions at Petro Canada, Nortel and Deloitte and Touche.
She graduated from the University of Calgary with a Bachelor of Commerce degree in Insurance and Risk Management. Danielle holds her Certified Financial Planner (CFP) and Certified Health Specialist (CHS) designations.
Bill Brown – Financial Security Advisor
Bill has over 40 years of experience working in both management and consulting roles. He was a training manager and consultant for Great-West Life as well as an advanced marketing consultant within regional office. Prior to that he was the branch manager with Norwich Union Life Insurance Society.
He has experience in life, health and disability insurance, investment strategizing and estate planning. Bill is a Chartered Life Underwriter (CLU) and is an active member of Advocis, The Financial Advisors Association of Canada.
Janet Geddes – Financial Administrator
Janet joined the team in 2016, bringing with her years of experience in office administration from various industries; oilfield construction, information systems & technology, wholesale & private vehicle auction sales, human resources and financial services, to name a few.
She is a dedicated team member, delivering client service with integrity. Janet is currently working towards her LLQP.
Natalia Zhezlo – Investment Representative
Natalia has worked in various independent investment management roles at Aegon Dealer Services, Leeland Financial, and McClary Financial Inc.
She holds a Masters in Economics from the Lviv Ukrainian National University. She is licensed to sell Mutual & Segregated Funds, Life and Accident & Sickness Insurance. Natalia also holds the Certified Financial Planner (CFP) Designation.
Call Brown Financial at (403) 252-1752
for your complimentary financial review today!