Bryan Deviney

Background

About Bryan Deviney

My team and I provide our clients with personalized, professional financial planning and investment management strategies. In essence, we sit down with people who are committed to their family’s future and develop a financial and investment plan around what they want. Marvelously, that’s different for everyone. I am a holder of the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations and have over 20 years of experience in the financial services industry. While we believe knowledge is power, the main reason why our clients deal with us is because of our straightforward and honest approach. We tell them what is, and not possible, and where the risks lie. We see ourselves as true advisors and are there during the good and tough times. For our clients we- Build a financial plan- Develop a corresponding investment strategy- Apply risk management instruments including Insurance when required and - Model how to best withdrawal funds when you reach your goals. When I am not helping my clients reach their retirement goals, I am spending time with my family, trying to fit in my triathlon training or enjoying a nice book or movie.