Client success has been the foundation for growth and prosperity at brown financial.

We’ve been offering investment and insurance advisory services to businesses and individuals since 1993. At Brown Financial, we pride ourselves on the depth of relationships formed with our clientele.

In addition to client financial security, the most important measure of our success is the strength of our client relationships. Building strong relationships is the top priority for all of our team members, each of whom brings a unique set of skills to Brown Financial.

Since 1993 clients have trusted us to achieve their financial goals.

CREATE investment portfolios that are built to participate and protect

CONVERT corporate surpluses into personal cash

IMPLEMENT estate protection and legacy plans

PROTECT business value, family home and cottage, and individual income

You will benefit from our expertise in personal and corporate tax-advantaged strategies that protect hard-earned assets and maximize your personal wealth.


Brown Financial Security / Worldsource Financial Management

25 Mill St. N.
P.O. Box 530
Waterdown, ON L0R 2H0

Toll Free: 1.877.633.0633
Business: 905.690.5035
Fax: 289.431.5029