The Advisor Team
Our knowledgeable advisors will spend time getting to know you, and ask confidential questions to better understand your situation. We can answer your questions, and provide you with options, to ensure you make well-informed decisions about your insurance and investment options.
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Jake Brennan
FINANCIAL SECURITY ADVISOR
Jake is a seasoned sales and service professional who has been working in Newfoundland for over two decades. Jakes focus is in helping business owners custom tailor their Group Health and Retirement Benefits.
Jake takes pride in his outstanding of business ethics, as well as his ability to understand the specific needs of his entrepreneurial clients. Jake is committed to providing clients with exceptional personal service.
Originally from Marystown, Newfoundland, Jake works with clients all over the province and provides knowledgeable advice that they can trust.
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Bob Griffin
FINANCIAL SECURITY ADVISOR
Having spent his entire career in the finance industry, Bob has now been working specifically in the insurance sector since 2010. Bob is dedicated to helping clients achieve their financial goals, and protect them from unforeseen circumstances.
Bob takes a personal and holistic approach to financial security planning, carefully considering the unique needs of each client and building custom portfolios for each individuals needs.
Bob enjoys coaching entrepreneurs, and helping them understand and refine their business models. Bob is also a life long student in equity market analysis, and well versed in sector of decentralized finance.
