Brian Kettles - Mutual Fund Representative, Branch Manager
Mutual Fund Representative, Branch Manager
I have been in the financial services industry for more than 20 years, working in banking and investment compliance. Throughout those years, I have seen firsthand how balanced, independent advice can help families meet their financial goals, secure their future, and achieve peace of mind.
I originally started as a bank teller and honed by customer service skills while learning about individuals and their different financial situations. I worked hard to improve those skills over five years and was eventually rewarded by earning the Branch Manager position.
Because of my front-line experience I am very familiar with the inner workings of the banking system and how to deal with almost any type of financial situation. I now use these skills to help my clients make the best decisions possible for their financial future. I look forward to helping you with the same.
In 2015, I founded BJK Financial Group to help families match their investments with their values through socially responsible and traditional investing. My goal is to help ensure you have the guidance you need to make the best possible financial decisions for yourself, your family, or your business.
As part of my approach to advising, I will first take the time to listen to your hopes, dreams, and goals for the future. I feel that getting to know you is an integral part of helping you make the best financial choices possible. I will also carefully evaluate your whole financial picture before suggesting solutions for portfolio analysis, insurance planning, and retirement investing.
I follow and practice Socially Responsible Investing (SRI) and I can help you create a portfolio where your money is only used in socially conscientious and ethical business practices. Using SRI you can feel good about your money helping to bring about positive social change as well as giving you a financial return on your investment.
Part of SRI is examining a company’s Environmental, Social, and Governance (ESG) practices along with more traditional financial Key Performance Indicators (KPIs). Socially Responsible Investing involves curating a portfolio and actively removing or choosing investments based on specific ethical guidelines.
A larger part of SRI is working with funds that have active shareholder engagement by the fund managers to effective positive change within the companies held in the fund.
True SRI also has exclusions which other non-SRI funds do not have. These exclusions can vary from fund to fund. A lot of common funds will now include ESG information, but they don’t participate in active shareholder engagement, nor do they have exclusions, so they are not a true SRI fund.
Book a quick conversation with me and I can answer any questions you might have about my investing approach and how I can help you achieve your financial goals.
In my personal life, I take pride in my ongoing support of ringette in our community. Keeping our children active, be it in organized sports or other activities, is so vital to their physical and mental health, longevity, and overall well-being. In many ways, our finances are like sports in that we need to be active in our financial life to ensure future health and prosperity.
If you are ready to take control of your financial future, I am here to help!
I have years of banking and investment experience and I know I can help you take control of your financial goals and achieve them in an ethical manner.
Working with BJK Financial means that you are treated like a person and not just another number in a sea of numbers.