Financial Confidence | Keith Brown
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Keith Brown CFP, CLU, CH.F.C, FEA, CExP™

President, Founder and Business Family Advisor

 

 604.662.5500

keith@financialconfidence.com

Keith Brown is the founder and president of Financial Confidence Advisors Inc. He is a financial advisor and industry leader in Tax and Estate planning who helps business owners, executives and their families reach their wealth goals. With over 35 years of Retirement, Tax and Estate Planning expertise, Keith helps individuals, families and businesses from a variety of backgrounds and professions identify opportunities, clarify objectives and reduce risk.

Expertise

Keith is well known across Canada for his ability to manage risk, solve complex issues, provide tax efficient solutions and create family harmony. Keith’s extensive experience has led him to develop the 6-Step Financial Confidence™ Program, which builds trusting relationships, provides transparent dialogue, and addresses the needs of his clients and their trusted advisors.

Keith is the author of “The Family Business Advisor: Providing Structured Transitions for Business and Wealth”. In the book Keith identifies the most common challenges family businesses face and he provides the framework to ensure a successful structured transition for their business and personal wealth.

Keith has also created a process which supports business families to successfully identify, articulate and preserve their family values. He is a recognized Tax and Estate Planner that has presented at multiple events and conferences including ADVOCIS, the Conference for Advanced Life Underwriters, the Canadian Institute of Chartered Professional Accountants and the Canadian Association of Insurance Brokerage Agencies.

Qualifications

Keith’s designations include Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C), Certified Financial Planner (CFP), Certified Exit Planner (CExP™) and Family Enterprise Advisor (FEA). FEA is a comprehensive standard of education and practices for the field of family enterprise advising. Keith is driven to create better outcomes for families, their businesses — and for their trusted business advisors.

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