Bret is a financial services industry expert with 10+ years of experience helping clients improve sales, operational performance and customer service. Bret boasts a long pedigree working for TD Wealth Financial Planning, holding influential positions including Manager of Business Process and Programs, Senior Business Analyst, and Financial Planning Associate.
Bret’s experience includes: Consulting for high profile clients, sales, customer service, business analysis, project management, system design, operational process improvement, risk management and leadership.
Bret earned his education in Business Analysis from the University of Toronto, his post-graduate diploma in Financial Planning from Sheridan College (CFP, CSC, CPH), and an Honours Bachelor of Arts degree (graduated with distinction) from the University of Guelph. In his time away from work, Bret fundraises for the JDRF Ride for Diabetes, enjoys fantasy hockey pool leagues, reading, concerts, camping, fishing and playing guitar, and he’s also a charcoal/pencil sketching and oil painting artist.