A Partner with Proven Experience Cindy Brannan, CFA
 
Cindy Brannan

Cindy Brannan, CFA

Wealth Manager, Life Insurance Advisor, Portfolio Manager*

Cindy began her career in financial services in Toronto with one of Canada's largest private investment management firms where she was a member of the institutional sales and marketing team.

After over 10 years on Bay Street, Cindy fulfilled a lifelong dream and relocated to Bruce County, to focus her energies on helping clients achieve their financial goals. Cindy endeavours to demystify the world of finance and ensure that clients feel comfortable with their financial decisions.

Cindy has an Honours BA in Management Economics from the University of Guelph and holds the Chartered Financial Analyst (CFA) designation. She is also a licensed Portfolio Manager.

Active in her community, Cindy is member of the Saugeen Shores Chamber of Commerce, previously served as Director of the Southampton Arts Society, and is a long-standing member of the Southampton Marine Heritage Society.


* Cindy provides managed portfolios and provides securities advice through Brannan Investments/ACPI. Brannan Investments is a trade name of Aligned Capital Partners Inc. a member of IIROC and the CIPF. Click here for more information.

 

Craig Brannan

Craig Brannan

Wealth Advisor, Investment Advisor*

Prior to joining Brannan Wealth Management, Craig held leadership roles with an international technology company in Client Service, Marketing, and Program Management. Craig has extensive experience in financial modeling, business process improvement, best-in-class Client Service and is excited to be bringing this expertise to Brannan Wealth Management.

Craig is involved in all aspects of the wealth management process including tax awareness, multi-generational financial/retirement planning, and goal-oriented investment planning.


* Craig provides securities advice through Brannan Investments/ACPI. Brannan Investments is a trade name of Aligned Capital Partners Inc. a member of IIROC and the CIPF. Click here for more information.

 

Paula Yahbee

Paula Yahbee

Client Services Assistant

Paula brings a strong administrative background and detail-oriented skills to her role, providing client services and administrative support for the team. Working closely with Cindy & Craig, Paula ensures that clients consistently receive the highest level of service and professionalism in all interactions.

Born and raised in Mildmay, Ontario, Paula enjoys spending time with family and friends, and raising her Labradoodle, Kasper.