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Brent won the Ontario Hockey League's Humanitarian of the Year in 1994 for his dedicated charity and community service. Presently Brent continues to serve the community as being a part of the Peterborough Professional Hockey Alumni, a group of former pro hockey players together to do charitable work, with children as the mandate. Brent also helps organize the Easter Seals Power Play for Kids. Brent at a young age was faced with many crucial financial decisions having turned to a professional hockey career at age 20. Brent has always had a genuine interest in his own personal finances which lead him into this profession of helping others reach some of their own goals. My relationship with my clients includes the development of a comprehensive financial plan to help them achieve long-term financial goals. As part of this plan, I address the investment, estate planning and insurance aspects of each client's situation. I serve my clients as their primary financial security advisor utilizing the advice of professionals in all areas of the financial services industry. As part of this role, I often co-ordinate the activities of existing professional advisors such as tax accountants and estate lawyers, if required. I also tap into my own network of specialists . My commitment is to be excellent at what I do and live by my core values of trust, integrity, support, truth and effort. I believe that my best client is one who is well informed. As a result, I have a strong commitment to client communication through regular contact. newsletters, seminars and guest speakers. BRENT TULLY |
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