“First to protect, then to grow assets in a tax efficient way.”
About Brent
Financial services is a second career for Brent. It came about when the industry he had been working in was no longer viable or growing, and he had to decide what to do next.
What he found was that he enjoyed helping other people reach their financial goals, no matter what life threw at them. That is the work he does now.
He starts with questions rather than products. He wants to understand the problem in front of a client before he suggests anything, and he looks for a solution that works both now and years from now.
What BE Financial Services Does
Brent helps small business owners and their families protect their income through insurance strategies. First to protect, then to grow assets in a tax efficient way.
Main services
Life insurance
Critical illness insurance
Disability insurance
Group benefits
Who Brent Helps
Small business owners
Contractors
Families of business owners and contractors
Who Brent Would Love to Meet
Brent would love to meet great professionals who care about their clients and work hard to find solutions that genuinely serve them.
A good time to introduce someone:“I ask a lot of questions first, to understand the problem at hand and navigate to a solution that works for the client now and in the future. If you know someone who would value that, introduce us.”
Why Brent Is Part of BUN
Brent chose BUN because he liked the professionalism of the founders, and the intent to support other business professionals in serving their clients better.
A Little More About Brent
What he values in a professional relationshipHonesty, clear communication and showing up for his clients.
Something people may not knowHe has a twin brother.
A cause that matters to himHe supports the Terry Fox Foundation and Médecins Sans Frontières.
How Brent Contributes to BUN
Sharing his expertise
Presenting as a Subject Matter Expert
Leading a Learning Moment
Writing a BUN blog article
Taking part in a BUN podcast or video
Being featured in a social media spotlight
Sharing a business success story
Mentoring and supporting other Trusted Partners
Helping welcome new Trusted Partners
Collaborating with other businesses
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I help small business owners and their families protect their income. First to protect, then to grow assets in a tax efficient way.
Brent Edwardson
Looking to Connect or Collaborate?
Brent is always open to building meaningful relationships and finding ways to support fellow business owners.
