Financial Strategies to
Building your net worth
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?
People behind your
Simply put, Bryan wants to see people shine and feel empowered today, knowing their future is secure. Helping clients plan and grow requires educational growth as well, and Bryan is a CERTIFIED FINANCIAL PLANNER® as well as a Chartered Investment Manager®. As an Investment Advisor with HollisWealth, a division of Industrial Alliance Securities Inc. and an Insurance Advisor with Hollis Insurance. Bryan is able to apply his knowledge and skills in combination with high quality products to ensure your individual financial success.
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.
As the newest member of the Financial Life Strategies team, Mike brings a passion to help people achieve their goals and dreams. His experience in health care, education, and real estate has strengthened his ability to connect with people from all walks of life. Mike is a family man and he understands the value and importance of planning that will give you peace of mind. He is a very welcome addition to our team!
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.
From lifestyle to portfolio, we encourage balance in a way that connects with you.
FLS Guiding Philosophies
are built on consistency, time 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
Portfolios are based on solid research and tailored to your unique situation.
Providing access to experts
in complementary fields adds greater value and consistency in service for your financial future.
To further support you, we’ve built relationships with key industry experts to provide you with the best quality advice and recommendations for managing your wealth and life circumstances. As such, we’re connected with trusted accountants, lawyers, and tax professionals, ensuring you have access to the right resources to further support your wealth management and give you greater financial peace of mind.