Welcome to Brightview

 

Our brokerage firm 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. Collectively, we have over 30 years of experience and have access to all the major Insurance and Investment companies in Canada.

Brightview Financial Services Inc. is supported by IDC Win. They serve over 2000 insurance advisors and have 1.5 Billion in Segregated Fund assets under administration.   

 Our mission is to help clients take advantage of opportunities and options 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

We define our success by the success of our clients.

Saving money does not have to be complicated.

Contact us today for a free consultation or click here to open a high interest bank account! 

 

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Our Services

Client Feedback

“Thanks so much Trish. Really appreciate you going out of your way for us”

 S.G.()

Very Professional – great to work with!!!

L.C.()

  • “Thanks so much Trish. Really appreciate you going out of your way for us”

     S.G.()

  • Very Professional – great to work with!!!

    L.C.()

  • I continually purchase travel insurance every year from Trish and always receive the best price in the market which Is why I am a repeat customer. Last month I had questions on life insurance, disability and Critical Illness in which Trish was a tremendous help with her in-depth wealth of knowledge and experience. Thanks so much Trish, it’s much appreciated!

    H.L.()

  • I’ve used Tricia as my advisor for over 15 years and know, without a doubt, that she is the best that this industry has to offer: her service is above and beyond, her knowledge-base is superior, and her care is genuine in serving clients’ needs. I recommend her time and time again to family and friends without hesitation.

    D.M.()

  • 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 questions about insurance; let us know. We’d love to help.

Our Partners

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If you have specific  queries, or  are interested in knowing the kinds of services we offer; email us and we’ll do our best to give you some answers.