Brendan began working with Bonnie in 2019, but has decades of experience as an operations manager at various corporations. The knowledge and skills he brings to Navigate Wealth Planning Group help to keep our financial advisors organized and on track each day. He handles every aspect of office operations, from preparing client meetings to data input, all of which helps our clients’ financial planning meetings run smoothly.
Brendan and his wife, Bonnie, moved to Scarborough in 1994 to raise their daughter, Kaylee. After Kaylee graduated from high school, Brendan joined his wife in helping her to continue building her successful financial career. He loves the ability he has to work with his wife each day, and to be partners in working towards the common goal of helping their clients.
Brendan loves the outdoors, and you’ll often find him out boating, fishing, and golfing. In the winter months, he also enjoys snowmobiling.