With over a decade in Retail Banking and Wealth Management, I bring extensive financial expertise and a client-focused approach to the Financially INsync team. My focus is on providing "Extreme Service" and personalized support to help clients navigate their investment journey with confidence.

Outside of the office you will find me spending time with my family, taking photographs or exploring the latest technology. In both my personal and professional life, I bring the same detailed-oriented mindset to approach challenges every day.

I strive to build strong, lasting relationships with our clients while forming genuine personal connections.

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Sophisticated wealth management

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF).

Securities-related products and services are offered through Raymond James Ltd.

Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund (CIPF).

Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund (CIPF).

Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.

Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.

Brian Potter

Always here for you