At the time they had no idea, but growing up in Kitchener Waterloo, was growing up in an “Insurance Town”. Ironically, they also didn’t know they had spent their entire childhood growing up two streets apart in this “Insurance Town”…

 

Fast forward, and their careers and lives have been built here where they now raise their own family. With each over a decade of financial services experience, from firms in their own backyard, they owe a lot to Kitchener Waterloo and its rich Insurance history! As a nod to their favorite city, Insurance Town Wealth Inc. was born. 

 

Bri and Danny have built their careers on hard work, integrity and an unwavering commitment to continued learning. While they are both Certified Financial Planners, Bri has worked in various banking roles and has extensive experience in mortgages. Dan has specialized in Insurance and Estate Planning for business owners. Their experiences and their strengths are complimentary and have always left them considering independant advisor roles.