Financial Strategies to Weather the years with you
Building your net worth As you live your life
At Financial Life Strategies (FLS), building your net worth in a way that allows you to still enjoy living your life today is what’s important to us. This means providing unbiased, holistic advice focused on you! Sure, we can help you build a balanced portfolio, but it’s more important that we do this AND watch you enjoy your life along the way.
Why is it so important
Bryan Muir, shares his story:
“When I was 18, I had $1000 to invest. I was so excited that 1) I had $1000, and 2) my adult life was officially beginning! At the time, I went to a financial advisor whose name was well known in the financial world. Not knowing anything about financials or investing, I thought the short 5-minute interaction we had went well and was the norm. He took my money, invested it, and then I never heard from him again.
20+ years later and I am still impacted by this interaction and how I would never want to leave clients not understanding their investments, feeling as though they weren’t heard, and not seeing any returns. Since 1998, I’ve committed to educating myself on investments, earning recognized and highly respected certifications, and building proper process and communications to support others with their wealth management. Simply put, I want clients to know what’s happening with their money.
I care. So, let’s start building a bit of trust through an open conversation.”
Ready to have an unbiased conversation? Book a Consult
People behind your
PORTFOLIO MANAGER, iA Private Wealth Inc.
INSURANCE ADVISOR, Bryan Muir Financial Inc.
Simply put, Bryan wants to see people shine and feel empowered today, knowing their future is secure. Bryan is a Portfolio Manager and Certified Financial Planner professional with iA Private Wealth Inc. and an Insurance Advisor with iA Private Wealth Insurance. With nearly 20 years of experience, Bryan applies his knowledge and skills in combination with high quality products to ensure your individual financial success.
When Bryan isn’t working he pursues martial arts and flying RC model airplanes. He and his wife , Barb, have four grown children.
PORTFOLIO MANAGER, iA Private Wealth Inc.
As the newest addition to the Financial Life Strategies group, Chris joins the team with almost 14 years industry experience. Having recently transitioned from the technology and asset management side of the investment industry back to working with private clients, Chris is excited to begin engaging with individuals and their families again. Chris attained his Chartered Investment Manager designation in 2020, and is a licensed Portfolio Manager.
An outdoor enthusiast, Chris can often be found in the mountains with his son Charlie hiking, running, riding their mountain bikes, or on the hill at Lake Louise, Kicking Horse or Castle mountain, all winter long.
Working with Bryan since 2011, Denise brings organization, process, and personality to FLS. As the primary contact for all things administration and appointment bookings, she ensures your experience is pleasant through efficient processes, open conversation, and her genuine care for your financial growth.
Denise and her husband Dennis, have four adult children and in her spare time she loves interior design, playing the piano and spending time with family.
Dionne brings her administrative skills and energetic personality to the team. She will provide support with client services and bring fresh perspective to our marketing, social media, and all things creative.
In her spare time, Dionne enjoys gardening, cooking with her husband Logan, and watching Formula 1.
The financial industry is ever changing. That’s why, we believe that it’s our job to continually educate ourselves, ensuring that we’re providing the best guidance and strategic solutions for you! As such, Bryan has achieved the following accreditations:
These accreditations allow us to provide a superior level of wealth management guidance, helping you optimize your investment portfolio, while achieving your goals and objectives along the way.
We care about the people behind the numbers.
Designing custom financial strategies that add real value to your goals.
Building wealth takes time. Trust the long-term course to financial security.
What makes sense for one strategy, won’t make sense for all.
FLS Guiding Philosophies
are built on consistency in advisor and through open conversations.
Life events impact your finances,
so it’s crucial to develop a plan that supports change.
Investments are not one size fits all
We tailor portfolios based on solid research and your unique situation.
Providing access to experts
in complementary fields adds greater value and consistency in service for your financial future.
From lifestyle to portfolio, we encourage balance in a way that connects with you.