Our Team 2 - Brown Financial

Our Team

OUR TEAM IS COMMITTED TO YOUR FINANCIAL FUTURE.

President | Brown Financial Security

Wealth Advisor | Worldsource Financial Management Inc.

Nicholas Brown is the founder and president of Brown Financial Security. Nick is a past president of the Rotary Club of Waterdown, the ADVOCIS Greater Hamilton Area chapter, the Business Network International (BNI) Hamilton Bay chapter, and the BNI Corporate Executive Network. He is a competitive swimmer with the Burlington Masters Swim Club. He enjoys golf, summers in cottage country, travel, and is a proud member of the Carlisle Rebels Slo-Pitch team – 2019 League Finalists!

Born and raised in Atikokan, Ontario, Nick obtained his Economics degree from McMaster University in Hamilton. He was awarded his Certified Financial Planner (CFP) designation in 2004 and his Chartered Life Underwriter (CLU) in 2011. Nick resides with his wife Marianne and twin daughters Megan and Jenna in Waterdown, Ontario on the Niagara Escarpment.

NATHAN BROWN, BASC., MBA, CFP

Vice President | Brown Financial Security

Wealth Advisor | Worldsource Financial Management Inc.

Nathan Brown has a broad background in financial services and consulting. Nate has been applying his knowledge and experience to address client and internal business needs since early 2008. Prior to joining the Brown Financial team he worked with some of Canada’s largest corporations as a management consultant and product manager. Nate is a graduate of the University of Waterloo’s Engineering program (1996) and holds an MBA degree from Queen’s University (2001). He also earned his Certified Financial Planner (CFP) designation from the Financial Planning Standards Council.

Nate is a past President of Business Network International’s Networking Powers chapter and is the Vice President of the Greater Hamilton Advocis Chapter. He enjoys competing with his kids at most sports (except hockey), and is a proud member of the Carlisle Rebels Slo-Pitch team (2019 Finalists!). **Nate was also voted the Platinum Winner as Financial Advisor in the 2021 and 2022 Flamborough Review Readers’ Choice!

He and his wife Kate Bergsma are parents of three active children Tatum, Atticus, and Emrys. They reside in Waterdown, Ontario.

COREY P. CLANFIELD, LLQP

Senior Advisor | Brown Financial Security

Corey Clanfield is a Senior Advisor with Brown Financial Security. Corey joined BFS in 2013 through a merger that brought together numerous strengths and complementary skillsets. He has been serving his clients since 1998 when he joined his father Joe Clanfield’s advisory practice (J/C Financial).

Corey offers full service financial planning, and whether your focus is life insurance or investments, he enjoys helping his clients find the solutions that they need to create financial security.

As a father of 4, Corey certainly understands the family market and is committed to ensuring that your present and future are taken care of. Corey, his wife Jamie and their children Julia, Jake, Josh, and Renee reside in Stoney Creek, ON.

Corey Clanfield is associated with Brown Financial Security only and is not registered in any capacity with Worldsource Financial Management Inc. Worldsource Financial Management Inc. is responsible for mutual fund-related business activities conducted by its Registrants only, and is not responsible for the business activities of other related or unrelated individuals and/or organizations.

MICHAEL P. PETERS

Senior Insurance Advisor | Brown Financial Security

Michael Peters is a Senior Insurance Advisor and Living Benefits specialist at Brown Financial. Mike has over 20 years of insurance and investment experience with a focus on advising and implementing income protection and wealth strategies for Medical Professionals.

Mike is the proud father of two very athletic sons, Nicholas and Benjamin. He lives in the Kitchener area and is a former member of the Freelton Danglers of the Flamborough Mens Slo-Pitch League.

MARTIN VAN DAM

Investment Funds Advisor | Worldsource Financial Management Inc.

Born in the Netherlands, his family emigrated to Canada in 1954. He attended Wilfrid Laurier University as a mature student, while working full time and raising a family. In 1989 he completed the Canadian Securities Course. He has over 57 years experience in the Personal Finance and Investment business, having served in the capacity of a Bank Manager, and Trust Company Manager and managed a successful practice for the past 30 years.

Throughout his life, he has prioritized “helping people” as evidenced by his 35 years as a proud Rotarian and having chaired many committees and sat on many Charitable Boards.

Residing in Waterloo, he is the proud father of 3 sons, James, David and Steven and 7 grandchildren, several of whom are world class athletes. He enjoys helping others, reading, sports and travelling.

KAREN ECKER AND LAURIE PTOLEMY (RETIRED)

Office Managers

Karen ensures things run smoothly for our clients and partners. Laurie retired in 2023.

Karen Ecker joined BFS in 2017, she has extensive financial services experience and a Life Insurance License (LLQP). Karen is the main operations contact for our firm. Karen lives in Hamilton with her son Grayden. She enjoys vacations in sunny Mexico and everything about the Toronto Blue Jays baseball team.

Laurie Ptolemy retired from BFS at the end of 2023 after 16 years with our team. She is now spending more time with family and friends. She is continuing her commitment to the annual Ancaster Community Food Drive and to improving her golf game.

Our Team

OUR TEAM IS COMMITTED TO YOUR FINANCIAL FUTURE.

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Mutual Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Brown Financial Security.

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