Brendan Doherty

I have always been very nervous and skeptical in my endeavours to seek financial advice, mainly because I sought input into an area I know nothing about. Trust was my biggest concern, and I was not sure whether the advice provided was truly in my best interest. I am so lucky to have found Brendan, as he has helped me tremendously in my personal and professional financial endeavours. He takes the time to truly understand my concerns, goals, situation, and risk appetite. He is not pushy or salesy and often shares personal learnings throughout his experiences with finance. I will continue to use Brendan's services as I trust him completely and he has helped me and my family tremendously. I have already referred him to several of my personal and family contacts, who I am confident would provide the same feedback. I couldn't recommend Brendan highly enough.

It’s not often in life that you meet someone in the financial game with the integrity to say, “You don’t need me right now.” We recently met with Brendan, and after thoroughly understanding our situation, he advised us that the strategy we’re already following is the right one for us. He didn’t try to upsell insurance (which everyone else had) or steer us in a different direction, which speaks volumes about his honesty and professionalism. If we ever need financial guidance in the future, Brendan will be our first call. Highly recommend for anyone seeking advice with real integrity.