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Brian Kettles - Mutual Fund Representative, Branch Manager
Mutual Fund Representative, Branch Manager
I have been in the financial services industry for more than 25 years, working in banking and investment compliance. Throughout those years, he has seen firsthand how balanced, independent advise can help families meet their financial goals, secure their future, and achieve peace of mind.
I have a passion for working with Canadian families and business owners in building solid financial foundations under their dreams and aspirations through a tailored financial solutions ensure that you live a life blessed with clarity, financial confidence and control of your money. Whether you're planning for retirement, savings for a child's education, or aiming to great wealth, I am here to help you every step of the way.
I patiently guide clients through the morass of industry jargon, misconceptions and the oversupply of information that leads to confusion and uncertainty. I believe that investment strategies need to be clear and simple and keep pace with changing macro global circumstances. Asset class selection is paramount and keeping costs down imperative.
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.
Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.
The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete.
The opinions expressed have not been approved by and are not those of Investia Financial Services Inc.
This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
