Welcome to Brightview

Welcome!

Our company believes that sound financial decisions should not be confusing. Our team works under the philosophy that every client's situation and goals are unique, and therefore each client deserves a specialized approach to planning for their financial future.

Today's investment climate offers unprecedented opportunities to achieve your financial goal. Our mission is to help clients take advantage of those opportunities by providing them with three key tools:

A clear understanding of their financial goals

A well-defined roadmap to help achieve those goals

Ongoing advice to help adjust their roadmap when their needs change

Brightview Financial Services Inc was formed by a group of former Sun Life advisors , one of the most highly respected financial institutions in the world.

We hope you will take advantage of this resource and visit us often. We are committed to our clients and we define our success by our clients' success.

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Our Services

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Custom Employer Benefit Plans

The work world is evolving. We're transforming health coverage to meet your changing needs. Provinci..

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Protection Planning

Have you ever had a conversation about insurance with someone other than an insurance sales person? ..

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Financial Planning

Financial planning can be messy and overwhelming. We help busy and successful people simplify and or..

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Market Volatility

October was a turbulent month for stocks amid trade tensions and geopolitical uncertainty. While market volatility can be concerning, I don’t recommend any changes to your portfolio based solely on the current market noise and short-term volatility. Rather, I suggest that you stay on course towards your long-term financial goals. Here’s one illustrative example of the financial benefits of staying invested over time despite temporary market sell-offs. The chart below shows the hypothetical impact on a $100,000 investment of pulling out of the market over a period of time and by doing so, inadvertently missing out on some of the highest or best trading days (ranging from 1 day to 100 days). A key lesson: it’s impossible to time the market perfectly, so stay invested to capture the in
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Five things to review annually

  Plan for your family's future as you review your savings and investment strategies. FIDELITY VIEWPOINTS – 07/03/2017 Five key questions to ask at annual review time ✔ Is your investment strategy on track? ✔ Are you saving tax efficiently? ✔ Are you protecting your income? ✔ Are you preserving your assets? ✔ How does your plan affect your family? When are you most likely to do a reality check on your investments? Is it when they’re doing well? Or is it when the markets are down and you’re nervous? Chances are it is the latter, which may not be the optimal time to make investment decisions, particularly if emotions are high. That’s why taking the time to do an annual review of your investments and other financial matters makes sen
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Trump and his Tariffs.. a perspective from Mackenzie investments

Looking out for your investments and how a trade war may effect your financial advice. US President Donald Trump declared on March 8, 2018, that the United States would impose tariffs of 25% on imported steel and 10% on imported aluminum, with exemptions for Canada and Mexico. Those exemptions are conditional on a satisfactory renegotiation of NAFTA. Other countries will have to justify why they should also be exempted from the US tariffs. Five of Mackenzie’s investment teams share their analysis and reactions to the proposed US tariffs: Mackenzie Ivy Team US protectionism has been a consistent topic since the 2016 election with the US having considered a border tax, pulled out of the Trans-Pacific Partnership, threatened as much for NAFTA and now unveiled tariffs on st
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Great article on why you should use a broker for investments

Great article on why you should be using a broker for your investments. We shop the market for you ! #investments #beaumont # leduc #financial adivsor   https://www.investmentexecutive.com/newspaper_/news-newspaper/mfda-ramps-up-enforcement-of-sales-rule/
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Don’t miss these important Dates

Here are some important dates and numbers to remember this week RSP Contribution Deadline is March 1, 2018 ! RSP contribution limit for this year is $26,230.00, plus any unused RSP room. Individual tax filing deadline is April 30,2018 Self employed business tax filing deadline: June 15th, 2018 RESP’s : There is no annual limit for contributions, Lifetime contribution limit is $50,000 per beneficiary Basic Education Savings grant : 20% on annual contributions made to all eligible RESP’s for a qualifying beneficiary, to an annual maximum of $500($1000.00 where there is unused grant room from a previous year). Lifetime max per beneficiary is $7,200.00. TFSA limit for this year is $5,500.00 (plus any unused space since 2009 to a total of $57,500.00) RSP Home first
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Discover Your Financial Potential

Your journey toward a financial safe harbor starts with getting organized. We'll look at what you have, what you don't, and what you need and want to develop a blueprint for your complete and custom-crafted financial plan.
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Custom-Craft Your Plan for Success

Anyone can give you facts and info about the "right" money moves to make. But you're more than some numbers on a piece of paper. We believe your financial plan should offer more, too. We take your specific situation, goals, challenges, and desires into account to fit every piece of the puzzle together - and to ensure the finished picture is one you want your life to look like.
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Sail Toward Your Priorities

We'll help cross off items on your financial to-do list and keep you cruising forward once your plan is in place. Enjoy accountability from experienced guides who not only steer you through complicated situations, but also keep you motivated when you feel discouraged or distracted.
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Happy Customers

Thank you for helping me with the loss of my wife and getting her
accounts sorted out. You were there for me. Thank you.

J.M.(Client)

I am going to refer the xxx out of you !:) ” -M.M ” Thank you for
making my investments make sense. I feel so much better now

A.S(Client)

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  • Thank you for helping me with the loss of my wife and getting her
    accounts sorted out. You were there for me. Thank you.

    J.M.(Client)

  • I am going to refer the xxx out of you !:) ” -M.M ” Thank you for
    making my investments make sense. I feel so much better now

    A.S(Client)

  • I really appreciate all the time you have put into my portfolio

    J.K.(Client)

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If you have any queries, or you simply want to know more about our offerings and how we can serve you, feel free to contact us anytime. We will get in touch with you.

Mutual Funds and Segregated Funds are offered through Worldsource Financial Management Inc. Other products and Services are offered through Brightview Financial Services Inc