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Who We Are


Brian Hein

  • B Comm, CFP CLU, CH.F.C., RFP
  • Obtained the following degrees:
  • Bachelor of Commerce degree (Finance & Marketing) from the University of Saskatchewan,
  • CLU designation from the Institute of Chartered Life Underwriters of Canada and
  • CH.F.C. designation from the American College and Canadian Institute of Chartered Financial Consultants.
  • 20 years of active Financial Planning experience
  • Was one of the first Registered Financial Planners (RFP) and Certified Financial Planners (CFP) in Canada.
  • A member of the worldwide organization of the Million-Dollar Round Table.
  • Recipient of the Life Underwriters Association of Canada's National Quality Award for 15 consecutive years.
  • Awarded by the Saskatoon Life Underwriters Association, was awarded the Certificate of Distinction for excellence in client service.
  • Past Chairman of Sun Life of Canada's Agents Advisory Council.
  • Published numerous articles on Financial, Retirement, and Estate Planning issues.
  • Speaks to many private, public and industry groups across Canada on different areas of financial service and products.


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