Brian Sonne entered the financial services industry in 1989 after twenty years in the printing industry. He felt he wanted to do something for a living that would make a positive difference in peoples lives. After serving as a financial services advisor for five very successful years, he was approached to try his hand at being a manager. Brian found that he missed the relationships he has built with clients as an advisor. He returned to personal production in the year 2000 and then was approached by Moe Mailloux to join Moe Mailloux Financial Services Inc. as a subadvisor.
Over the years Brian has earned his designation as a Certified Financial Planner, Chartered Life Underwriter as well as a Chartered Financial Consultant. This means that Brian specializes in wealth accumulation, as well as protection for both individuals and businesses. His preferred market has always been individuals and families.
Brian looks forward to continuing in helping clients with all of their financial needs whether it be with saving for retirement, protecting their lives, their income or spending their funds through their retirement.
You can contact Brian directly at 519-965-2920