28 Kate Brown, Brown Wealth Management Group

28 Kate Brown, Brown Wealth Management Group

Brown Wealth Management Group
RBC Dominion Securities

London, ON

The greatest transfer of wealth in Canada’s history will take place over the next two decades, which means forward-thinking advisors like Kate Brown are already adding millennial clients. “Over the past year, I have been asked by five of my clients to connect with their millennial-aged children to help them get started on the right financial path,” Brown says. Looking to 2018, she has targeted 15% growth in both AUM and net revenue over the coming year.
 

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  • Brown Wealth Management Group
  • 12340 El Camino Real, #110, San Diego, CA 92130

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