Member

Brandon Croken

Halifax NS

CU Financial Management

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Brandon Croken

Member Bio

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Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
ESG & Impact Investing
Estate Planning
Financial Planning
Insurance Planning
Investment Management
Portfolio Management
Retirement Income Planning
SRI
Tax Planning

Designation(s)

CFP (Canada)
CLU

Compensation Models

Insurance Commission
Fee based (AUM)

Professional Associations

Advocis

Education

University

Assets Under Management

100,000,000-250,000,000

Practice Size

Over 50

Investment License

Securities

Provinces Licensed (Investment)

New Brunswick
Newfoundland and Labrador
Nova Scotia
Ontario
Prince Edward Island
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