Brandon supports families, professionals, and business owners with financial planning and insurance guidance designed to bring greater clarity to important financial decisions.
Brandon Ma is a financial advisor and Certified Financial Planner® professional. He works with families, professionals, and business owners to simplify financial decisions and build planning strategies around the goals that matter most to them.
His background spans Fortune 500 corporations, small business ownership, corporate leadership, and financial advising. That experience informs a practical approach to planning that considers both day-to-day priorities and longer-term financial goals.
Thoughtful financial planning starts by understanding the goals, challenges, and priorities behind the numbers.
Brandon’s planning experience includes registered account strategies involving RESPs, RRSPs, TFSAs, and FHSAs, as well as retirement planning, investment planning, budgeting, insurance, and broader financial planning considerations. He also supports clients looking to understand insurance options as part of a wider financial plan.
As the founder of Flex Financial Strategies and Planning, Brandon has focused on helping Canadians approach financial planning with clarity, flexibility, and a client-first perspective. At Dundas Wealth, he is available to discuss Final Expense insurance needs and help clients explore coverage that may help protect the people and priorities that matter to them.
Brandon’s work brings together insurance guidance and financial planning considerations for clients at different stages of life.
Guidance for clients exploring life insurance coverage intended to help address final expenses and other financial responsibilities.
Goal-driven financial planning that considers the evolving needs, priorities, and circumstances of individuals and families.
Planning considerations involving RESPs, RRSPs, TFSAs, and FHSAs for education, retirement, savings, and homeownership goals.
Planning conversations that help clients consider retirement income needs, estate considerations, and long-term financial priorities.
Support for clients reviewing life insurance, health insurance, disability insurance, and critical illness insurance considerations.
Explore Dundas Wealth case studies on insurance, tax planning, estate protection, and long-term financial strategies.
See how an independent consultant structured permanent life insurance within a corporation while continuing to build wealth.
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Learn about a coordinated strategy involving corporate-owned life insurance, a holding company, and a family trust.
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Explore an estate protection strategy designed to address business capital, debt, and wealth transfer considerations.
Read Full Article →Schedule a call to discuss Final Expense insurance and explore the coverage considerations that may be relevant to your needs.
Book a Call with BrandonChoose a time that works for you.