Brian Barsness

Background

About Brian Barsness

After being in the financial services industry for over two decades, it’s evident that when it comes to your financial future, the focus should be less on the rate of return and more on the rate of success. As a Financial Advisor and a Principal of Ogilvie Barsness Financial, We help Business Owners & Professionals to effectively reduce taxes & create generational wealth through our W.M Process. Have you given much thought to the following? • Does your current investment portfolio align with your financial objectives? • How do you plan to protect your wealth for future generations or charitable causes? • Are you aware of all tax-efficient strategies to optimize your wealth? • Have you considered the potential impact of inflation on your wealth over the years? • Do you have a comprehensive estate plan in place, including wills, trusts, and powers of attorney? • Have you explored philanthropic opportunities or charitable giving strategies as part of your financial legacy? • What are your thoughts on socially responsible or ESG (Environmental, Social, and Governance) investing? • How do you plan to diversify your assets beyond traditional investments? • Are you prepared for unexpected financial setbacks, like health emergencies or market downturns? • Have you reviewed your risk management strategies recently to ensure it adequately protects your assets and loved ones? • Are you aware of how much tax your estate will have to pay? We can help. At Ogilvie Barsness Financial, we help you find the most efficient solution to all of your problems. We believe that the foundation of our achievements lies in the unwavering commitment to providing consistent and reliable financial services. Our core principle centers around the understanding that sustained relationships are cultivated through continuous support. As a collaborative team, we have forged our own proprietary methodology known as W.M. Process. This systematic framework serves as our guiding light in formulating tailored financial strategies that harmonize seamlessly with the distinct objectives of each client. Contact: Email: brian.barsness@obfinancial.ca Phone: 519-744-4083 (ext 237) Alternatively, please find a time here in my calendar: https://calendly.com/obfinancial/15min Mutual funds provided by Sterling Mutuals Inc. and Insurance provided by Financial Horizons.