Brook Wagman
Our Services
Business Owner Planning
Estate & Legacy Strategy
Financial & Retirement Strategy
Investment Management
Tax-Efficient Wealth Structuring
Who We Serve
Business Owners
High-Net-Worth Families
Next-Generation Family Members
Professionals
Retirees & Near-Retirees
Time-Constrained, Advice-Seeking Individuals
Widows & Surviving Spouses
Resources
Article
Webinars
Press Release
Company
About Brook Wagman
Careers
Team
Community
Contact Us
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Let's Talk
Contact Us Today: +1 437 228 6291
Our Services
Business Owner Planning
Estate & Legacy Strategy
Financial & Retirement Strategy
Investment Management
Tax-Efficient Wealth Structuring
Who We Serve
Business Owners
High-Net-Worth Families
Next-Generation Family Members
Professionals
Retirees & Near-Retirees
Time-Constrained, Advice-Seeking Individuals
Widows & Surviving Spouses
Resources
Article
Webinars
Press Release
Company
About Brook Wagman
Careers
Team
Community
Contact Us
X
Our Services
Business Owner Planning
Estate & Legacy Strategy
Financial & Retirement Strategy
Investment Management
Tax-Efficient Wealth Structuring
Who We Serve
Business Owners
High-Net-Worth Families
Next-Generation Family Members
Professionals
Retirees & Near-Retirees
Time-Constrained, Advice-Seeking Individuals
Widows & Surviving Spouses
Resources
Article
Webinars
Press Release
Company
About Brook Wagman
Careers
Team
Community
Contact Us
X
Our Team
SPEAK TO AN EXPERT TODAY
Joseph Brook
B.SC., FMA, FCSI, CIM.
Portfolio Manager
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Jeff Wagman
BA, FCSI, CIM
Portfolio Manager
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Norman Levine
CFA., MBA.
Portfolio Manager
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Michael Lehmann
Associate Portfolio Manager - Client Relationship Manager
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Heather Roche
CFP, CLU
Insurance Planning Specialist
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Riaan Botha
B.Com., LL.B.
Associate Vice President, Estate and Trust Solutions
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