Advice built around where you are, and where you're going.
OUR CLIENTS
Professionals
Families
Entrepreneurs
Every plan starts with your goals, not a product.
WHAT WE DO
Four disciplines, one coordinated plan
Strategies that work together so no part of your financial picture is left on its own.
01
Investments
Goals-based portfolios and registered/non-registered strategy, aligned to your risk and time horizon.
02
Insurance
​Life, disability, and critical illness protection that safeguards income and the people who depend on it.
03
Estate Planning
Efficient transfer of wealth, beneficiary structure, tax minimization, and legacy intent.
04
Corporate Strategies
For incorporated owners: retained-earnings planning, corporate insurance, and succession.
WHY FRIDAL FINANCIAL
Independent advice,
held to a fiduciary standard of care
Operating under Desjardins Financial Security Independent Network gives us the strength of a national institution while being able to offer our clients the attention of a dedicated, local advisor.
Independent, unbiased planning — solutions matched to you, not a sales quota.
Specialized experience with incorporated business owners and corporate wealth.
Local to London, Ontario & accessible Canada-wide.
CLIENT EXPERIENCE
What clients say
"Working with Bronson has been the best financial decision I've made. He provides an incredible client experience and has a way of making everything easy to understand, no matter your level of financial knowledge.
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I always knew I made good money working in the trades, but I never thought homeownership was actually within reach. Bronson took the time to understand my goals and put together a savings and investment strategy that fit my situation. Just over a year after we started working together, I was able to buy a beautiful home."
- Kyle (London, ON)
"After working with a few financial advisors over the years, I finally found someone who took the time to understand my situation.
Following some health issues, Bronson helped me reposition my investments to help reduce exposure to probate and make sure my family would be taken care of.
He made everything easy to understand and gave me real peace of mind. I'm grateful for his guidance and highly recommend working with him."
- Jim (London, ON)
​"For years, I kept my retirement savings in very conservative investments at my bank because I thought it was the safest option.
Looking back, I feel like I wasted so much time. Since working with Bronson, I can't believe how much my retirement savings have grown.
He took the time to understand my goals, explained everything clearly, and built a strategy that made sense for me.
I finally feel confident that retiring at 65 is actually possible. Thank you, Bronson!"
- Marie, (Toronto, ON)