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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.

September is Life Insurance Awareness Month!

Here are the why, when and who when it comes to life insurance:
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Insuring the Time of your Life

Preston Newby was a youth minister. He and his wife, Tara, were driving with their son to visit family—excited to announce a new baby on the way. In the keeping with the kind of person Preston was, he stopped to help at the scene of an accident. That’s when he was struck by another car and killed. He was only 24. Fortunately, this young couple had done their planning and had bought life insurance. So despite the emotional upheaval that Preston’s death caused, Tara, a stay-at-home mom, and her two sons were able to carry on financially as they had before. You can watch their story here. How many other people have prepared like this for the unexpected? Unfortunately, not enough: 43% of adult Americans don’t have life insurance, according to the 2019 Insurance Barometer Study,
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Don’t be a Statistic

I almost was one of these statistics as I recently had knee surgery. Fortunately I have a great team and was able to work from home so i did not have to claim on my Disability. But many are not so lucky. Number of Canadians in need of disability leave increasing by The IJ Staff May 28, 2019 01:30 p.m. Photo: Freepik The number of Canadians who need time off work due to a disability is on the rise, yet disability coverage continues to decline, found an RBC Insurance survey. The study found that 50% of working Canadians would have liked to have taken time off work for a disability but felt they couldn't afford it, up 5 points from RBC Insurance’s 2018 survey on disability. Despite the increase, the number of Canadians who have disability coverage either t
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How to Optimize your Health!

Life is Full of Ups and Downs; Our Plans Help

The plans we craft for you do help protect you and your loved ones when life throws you a curve ball. We can help.
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Our Network of Specialists

Firm Resources

2018 Holiday Debt Survey Says:

Manulife Bank surveyed just over 2000 Canadians between the of ages 20 and 69 to uncover how they feel about debt and holiday spending. The survey results provide thought-provoking insights everyone can use to start thinking about their own spending and personal debt management. The survey1 revealed that even though eight in 10 Canadians say the holidays have become too focused on spending money, more than 60 percent of those planning to spend are willing to go into debt to buy gifts for family and friends. Overspending during the holiday season can leave you with a financial hangover that lasts into the new year. Key findings: Six in 10 Canadians planning to spend over the holidays either don’t have a budget or think it’s likely they’ll overspend A quarter of Canadi
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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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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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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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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.()

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“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)

Lighting your path to a brighter financial future

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Questions about critical illness, benefits, insurance?

Welcome to Brightview

Our Services

Custom Employer Benefit Plans

Protection Planning

Segregated Funds