facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Living the life you want… one decision at a time.

When it comes to your financial future, the decisions you make today can change the course of your life.


See How We Can Help

Would you like to hear from us?

Learn more, join our mailing list and start the conversation today.


Life is unpredictable, but your financial future doesn’t have to be

We believe that success comes when you engage regularly to adapt your plan as life unfolds. Our process helps you make financial decisions with confidence. We focus on understanding the needs of our customers and on creating solutions that make a difference to their success.

Meet the Team

We pride ourselves in offering sound, honest, financial advice based on education, knowledge and experience.

Learn more about us

Services & Solutions

Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs.

See how we can help

Client Resources

Your financial life doesn’t have to be complicated. Bookmark this helpful page for your one-stop-shop for your financial tools and Resources.

Check out our financial Resources

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for." - Robert Kiyosaki

Contact us today to get started

Our Latest Insights & Articles

Read more articles

No Posts Found

Your Partners in Financial Success

OUR Commitment to YOU

Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit.

Our Core Values

Professionalism

We will be recognized as having the highest professional standards. We will continue to learn and develop for the benefit of our clients.

Integrity

All of our actions are characterized by honesty and fairness in order to build long-term relationships.

Independence

We will remain independent and aligned with our client’s interests. The ability to choose from many financial institutions and products is an asset to our clients.

Community Involvement

We will help our clients build better communities and encourage our employees to support local causes.

Brandon Silbermann Photo

Brandon Silbermann

Financial Advisor
Read Bio


Brandon Silbermann, BCom, CIM, CEA

       

A graduate of the University of Ottawa’s Telfer School of Management with an Honours Bachelors of Commerce in Finance, Brandon started his career at Don Stockman Financial Services in 2010 where he gained knowledge and insight into the  industry as an analyst. Hired through his University’s co-operative education program, he developed an in depth knowledge of insurance solutions and the operations side of the firm. Succeeding co-op terms introduced Brandon to investment analysis and retirement plan design. Upon graduating with distinction in 2012, Brandon joined Don Stockman Financial Services as an associate advisor. He is motivated to work with clients to create financial strategies that will give them a clearer financial picture and develop investment strategies to achieve their goals. He has been a financial advisor for Manulife Securities Investment Services Inc since 2013. 

Brandon has been quoted in The Globe & Mail, Investment Executive, and on Advisor.ca on topics ranging from business building to current trends in the industry. He also was a featured speaker at the 2015 Distinguished Advisor Conference in Puerto Vallarta, Mexico where he discussed strategies for established advisory firms to attract and serve millennial clients.

Outside of the firm, Brandon enjoys sharing insights about entrepreneurship and business ownership with university students. He recognizes that the future of Canadian business depends on the success of the next generation of entrepreneurs.


Lori Bournon Photo

Lori Bournon

Processing Coordinator
Read Bio


Lori Bournon

Email Lori

Lori Bournon is the Processing Coordinator in our office. With previous experience as an administrative assistant in a large corporate office she brings to us strong organizational and multitasking skills.  Her shining personality is a wonderful addition to our team.  Lori is currently working on her Life License Qualification to better serve our client’s and ever expanding business.

Lori has three grown children which she was fortunate to raise as a stay at home mom.  In her spare time she enjoys playing Bridge and Chairing the local group in her small community of Drayton.  


Kerry Sawicki Photo

Kerry Sawicki

Director of Client Relations
Read Bio


Kerry Sawicki

 Email Kerry

Kerry is the graduate of a legal compliance and clerical program, where she worked diligently to complete her diploma with honors and distinction. She comes to us from a background of customer relations and strives to provide the best service she can. Kerry enjoys continuing her educations and creating new ways to stay connected with our clients. She runs our various events throughout the year, and works hard to maintain all client relationships. Kerry takes pride in going above and beyond for all, no matter what the task may be.

Kerry has a passion for horses and has been involved in the equine world for years through riding, working and volunteering. Her professional passions include event planning, business management, research, and insurance. Kerry is thrilled to be a part of the team, and looks forward to continuing to work with all of our clients. 


6-step Financial Strategy Process


STEP 1: Establishing and defining the client-advisor relationship

We explain or document the services to be provided and define the responsibilities along with the responsibilities of the client. The advisor and client should agree on how long the relationship will last and on how decisions will be made.

STEP 2: Gathering client data and determining goals and expectations

We will asks about your financial situation, personal and financial goals and attitude about risk. We then gather all necessary documents at this stage before giving you any sound advice.

STEP 3: Analyzing and evaluating the client's financial status

We analyze the information to assess your current situation to determine what must be done to achieve your goals. Depending on the services requested, this assessment could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.

STEP 4: Developing and presenting the financial strategy recommendations and/or alternatives

We will offer educated recommendations that address your goals, based on the information you have provided. We review our professional recommendations with you to allow you to make the best informed decisions. We listen to your concerns and considerations, and revise our recommendations as appropriate.

STEP 5: Implementing the financial strategy recommendations

We work with you to agree upon how each recommendation should be carried out. Together, we may choose to have us carry out the recommendations for you or serve as a "coach", coordinating the process with you and other professionals such as attorneys or stockbrokers.

STEP 6: Monitoring the financial strategy recommendations

Together we will agree upon who, and how, we will monitor your progress towards your financial goals. We report to you periodically to review the financial situation and adjust any recommendations as needed. As our client, we will always keep you informed and knowledgeable when it comes to your financial strategy and situation.

Our Services & Solutions

Providing the value of advice

Markets are continually changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future.

Understanding investment income
When it comes to taxation, not all investment accounts are created equal.

Insurance made easy
Getting the protection you need is faster and simpler than ever before.

Business Succession
Build a business succession plan well before it’s needed.


INSURANCE SOLUTIONS

Protect what matters most...

INSURANCE SOLUTIONS

It’s not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand options that offer peace of mind and put precious time back where it belongs – in your hands. We can provide educated advice and expertise in solutions such as:

  • Life, Health & Travel insurance
  • Disability and Critical illness protection

INVESTMENT SOLUTIONS

Grow your wealth...

INVESTMENT SOLUTIONS

Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, invest and grow your wealth with strategies based on your unique priorities. We can provide tailored solutions and advice, some of which include:

  • Registered retirement plans (RRSP, RRIF)
  • Locked-in retirement account (LIRA)
  • Registered education savings plan (RESP)
  • Tax-free savings account (TFSA)


ESTATE PLANNING

Leave a legacy for your family and estate...

ESTATE PLANNING

By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax strategies and charitable gifts.

Try these Estate Planning Resources

PLANNING FOR RETIREMENT

Grow your future income stream...

PLANNING FOR RETIREMENT

To enjoy your retirement, you’ll need a steady source of income and a plan uniquely tailored to you. We'll help you understand where your money will come from and when you’ll be able to access it, so you can gain confidence in the potential to grow your future income stream. Whether your focus is travel, leisure, or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning. 

Contact us to get started today!


GROUP & BUSINESS SOLUTIONS

Attract and retail the best talent...

GROUP & BUSINESS SOLUTIONS

Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, we will meet with you to assess your needs and explain your options, these could include:

  • Group benefits & Group retirement
  • Group pension
  • Competitive employee benefits
  • Business and Key-person insurance

BANKING SOLUTIONS

Bank anywhere, anytime...

BANKING SOLUTIONS

Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your financial goals.

Learn more about Manulife Bank

Open an Advantage Bank Account Today!


For more information on services and solutions to your financial needs...

CONTACT US TODAY

Stay in Touch

Have a question? Interested in learning more? 

Simply fill out the form below, email direct or call today to schedule a time to talk.

* Required