Brian Wilkinson

Background

About Brian Wilkinson

Providing independent Investment & Financial Planning advice since 1990; helping clients with Wealth Management and Estate Planning services. I hold the portfolio management designation Chartered Investment Manager. The fact that I provide independent financial advice is meaningful to you, it means my business isn’t contractually owned or controlled by a large financial institution. Delegation of Financial Services Knowledge Managing information is the key to gaining productivity. Consider in the 1930’s, all the information that existed in the world doubled every 30 years. By the 1970’s, this rate shrunk to 7 years. By the year 2010, all the information that exists in the world doubled every 11 hours! Contracting my services effectively delegates the management of information pertaining to Financial Services. Where I have excelled over the years is in identifying top quality portfolio managers to manage client portfolios. By staying abreast of economic trends, I have had the foresight to implement these managers at the right time. An excellent example of this is my research in the early into the coming Bull market in Gold. In 2005 I spent time educating all my clients on the need to add Gold, Silver and Platinum Bullion to their portfolios and found ( at the time) the only investment vehicle available in Canada to fulfill this mandate. Over the next few years we gradually added to our Bullion position and I correctly navigated my clients portfolios through the 2008 Financial Crisis. Currently my focus has been on the emerging financial infrastructure being built on Crypto Currencies.