About Us

Our team at Bryan Fretz Financial is dedicated to providing the highest level of service to every one of our clients. We are enthusiastic about finding ways to help each client achieve a greater level of financial success and the peace of mind that comes from a well-designed financial plan. We want our clients to be able to sleep at night, therefore, the investments that we recommend are those that we own ourselves, or that we would recommend to our families. We are gratified and humbled by the number and quality of referrals that we receive from satisfied clients.

Saving and investment recommendations are made to maximize returns within your investment comfort level and with tax efficiency in mind. We also take the time to explain the recommendations and projected results in an easy to understand form. We then assist you to implement the necessary changes and provide ongoing monitoring through reviews that are held at least annually.

In today's busy world, our clients appreciate that we provide in-home services in Southern Ontario. We feel that our clients are more relaxed in their homes and this is where most of their financial information is kept.

"My 15 years of Financial Planning experience have taught me the importance of logical planning in achieving specific financial goals.

It is my belief that goals must be written and monitored on a regular basis in order to be achieved.

My responsibility is to guide you in developing and implementing a sound financial plan. To do this I will make sure that I understand your financial situation, your goals, and any personal matters affecting your financial plan.

Together, we will develop a plan and investment strategy designed to achieve your unique financial goals. Then, we will implement your plan. We will meet regularly to review financial strategies and evaluate our progress.

I am only interested in long-term relationships that are mutually beneficial and built on the highest levels of integrity, trust and service. The client always comes first. I believe that careful, long term investing in core assets will always give good results over the long term. I do not try to beat indexes or short-term hot funds. These are for gamblers, not investors. I am a Financial Planner not a Gambling Planner."

Bryan’s Financial Planning Credits include:

• Certified Financial Planner (CFP) since 1998
• Investment Funds Course (IFIC)
• Branch Manager’s Course (IFIC)
• Officer, Partner and Director Course (IFIC)
• Chartered Financial Planner (CIFP)
• Labour Sponsored Investment Funds Course
• Life Insurance Level II (OIC)
• Member - Canadian Institute of Financial Planners (CIFP)

With the highest levels of integrity, trust and service, Bryan has built a very successful practice over the past 15 years. As a result, he has been gratefully rewarded with many referrals from existing clients. Referrals have allowed him to spend more time with his clients. For those of you who are not happy with your present financial advisor situation or who are considering that important second opinion, then Bryan’s commitment to service is something you might want to consider. His investment philosophy is designed to be conservative to help protect your assets.

Along with an extensive knowledge of every aspect of financial planning, Bryan brings a sense of responsibility and concern for their financial well being to each client meeting. He believes that the key to successful investing is to understand the needs, dreams and realities of each client’s unique situation. By developing a strategy for investing that will meet those needs and dreams; he helps to ensure a financially healthy future for his clients.

Bryan also believes in the importance of service. His assistant, Phyllis Gifford, reflects his desire to provide the best of service and friendly assistance to his clients.

He has been involved with many community organizations over the years (Scouts, local hospital fund raising). He is currently a member of the Dunnville BIA. He is a proud parent to one son, one daughter and one step-daughter, and grandpa of 2. Bryan and his wife Joanne enjoy Haldimand County and all the country pleasures it has to offer. He can sometimes be found on Onaping Lake, north of Sudbury, trying to get the fish to bite, and the flies to stop.

Phyllis as Bryan’s full-time administrative assistant. She oversees all client account activities as well as managing the day-to-day business operations.

She is an invaluable member of our team, and Bryan’s clients have come to appreciate her diligent work ethic and dedication to providing first class service.

Whenever any client has an inquiry concerning their accounts or statements, Phyllis is ready to assist in any way she can. After 32 years with a major bank, Phyllis enjoys the professional attitude in our office and also the dedication to our clients.

Phyllis has 2 adult children and 1 new grandson. She lives right on the shore of Lake Erie.