Our Team

Brian was born in Estevan, Saskatchewan. His passion for investing began early; he started with IG Wealth Management in 1998 and served as a Division Director from 2004 to 2014. Brian holds a certificate in Vocational Education, as well as the CERTIFIED FINANCIAL PLANNER^® (CFP), Certified Professional Consultant on Aging (CPCA) and Registered Retirement Consultant (RRC) designations.

In 2018, Brian decided to further develop his financial planning practice with a team approach and added two valuable members to the team, which focuses on the needs of high net worth individuals in all life stages including pre-retirees, retirees, executives, professionals and business owners.

Brian has been married to Debbie for 40 years and has three children—Darren, Robert and Ashleigh—and two grandchildren. When not working, Brian spends time at the family cabin at Lac La Biche.

Read more about Brian in the article published in My Business Magazine.

Our financial planning business is about clients and their hopes, dreams and priorities. It is our job to find out what’s important to them as people and to figure out the best way to help them implement strategies that enhance their financial and emotional well-being. I am very passionate about building lasting client relationships, always doing professional development to be an industry leader in bringing the best advice to all clients.

Arun joined Wanner & Associates Private Wealth Management in 2018 as an Associate Consultant. He brings over 10 years of financial industry experience with him, specializing in investments. Currently he is working on his CERTIFIED FINANCIAL PLANNER^® (CFP) designation.

Arun moved to Canada in 2017 to join his wife and pursue new opportunities. His areas of interest includes traveling, adventurous activities & reading.

In designing financial plans for clients we insist on having a long-term view, goal-based planning & understanding of risk. Every client has a unique situation & helping them achieve their financial goals is something that motivates me every day.

Stephanie is an Executive Assistant to Brian and is hard working, self-motivated and experienced in handling multiple projects simultaneously. She previously worked as an Income Tax Auditor for the Canada Revenue Agency, auditing small- and medium-sized enterprises.

Stephanie graduated from the College of the North Atlantic in Newfoundland with a Business Administration (Accounting) Diploma and was awarded the Governor General’s Academic Medal for receiving the highest grade point average in the program. She is currently completing her Bachelor of Business Administration.