Brian Aldana Perez

Background

About Brian Aldana Perez

Financial security advisor Brian Aldana Perez is from Montreal, Canada. Born and raised in Montreal by Guatemalan immigrants, Brian saw first-hand the difficulties his parents faced due to their limited financial knowledge. His goal was to help his community achieve financial security and stability, and this motivated him to pursue a career in financial services. After completing the Life License Qualification Program (LLQP) and the Canadian Investment Funds Course (CIFC), Brian worked for a number of financial institutions, gaining in-depth knowledge and experience in insurance, investments and financial planning. He then decided to open his own practice in Montreal, where he would serve the city's Latin American population and young families. Brian takes a different approach to financial advice. Aware of the difficulties faced by the Hispanic community, he ensures that his recommendations are tailored to their particular needs. To help them make sound financial decisions, he believes it's important to teach his clients basic financial knowledge. In addition to providing the support and advice they need to achieve their financial goals, he takes the time to listen to his clients' needs and concerns. Brian works as a financial security advisor and is actively involved in several Montreal groups that support the Hispanic community. He is committed to giving back to his community and freely donates his time and resources to help those in need.