About Me
Brian recently joined Tall Oak Capital Advisors as an Associate Wealth Advisor, bringing six years of experience in risk management from BMO Capital Markets. Driven by a passion for helping clients build their wealth and achieve their financial goals.
Brian leverages his expertise to deliver thoughtful, client-focused solutions.
Currently pursuing the CFA designation, Brian also holds a Bachelor of Engineering Science in Mechatronic Systems Engineering from Western University. This analytical foundation and risk management background provide a unique perspective when creating strategies tailored to each client’s needs.
Beyond work, Brian loves to cook and exploring new cuisines. He is an avid golfer, a diehard Packers fan and an enthusiastic follower of Formula 1.
Coffee Chat
Question One:
Team Coffee or Tea?
Coffee, definitely! Nothing beats the first cappuccino of the day, except maybe the first espresso of the afternoon.
Question Two:
What is your favorite city, other than London, Ontario?
Capri – It’s not quite a city, but this tiny Italian island has my heart. Great food, atmosphere and views everywhere you go. It also happens to be where I proposed to my wife.
Question Three:
What would be your last meal?
Steak frites or frutti di mare (seafood pasta). I seriously don’t think I could pick between the two, as long as it comes with a nice glass of Brunello, I would die happy.
Question Four:
Who is your favourite artist?
I have a very eclectic taste in music, so this definitely changes from time to time, but right now it has to be Metallica. Special mentions to Post Malone and the Red Hot Chili Peppers.
