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Carl Brodie CFP

Carl Brodie Financial
Financial Planning

Contact Information:

PO Box 43
Roberts Creek, BC V0N2W0
T: 604 727 7427

Years in Business:



Clients I'm Seeking:


Financial advisors to join our exempt securities division. Insurance and mutual fund representatives to do joint work. Retirees 55 - 70 looking for higher than usual retirement income. High income people needing a specific tax break. People who need more real estate in their portfolios.

About My Business:


I hold the Certified Financial Planner designation and am one of two branch managers for Customplan Financial's Exempt Securities Division. I have a branch in Vancouver and on the Sunshine Coast.

Years in business:
Member since:
Clients I'm looking for: