Brett Okorofsky

With nearly two decades of experience, Brett specializes in strategic planning for professionals, business owners, high-net-worth individuals, ultra-high-net-worth families, and their estates. His expertise spans wealth accumulation, tax optimization, and risk management, using advanced insurance strategies to protect and grow financial legacies. Along with his team, Brett helps clients navigate complex financial challenges to achieve their long-term goals, crafting personalized strategies tailored to each client’s unique needs and values. By prioritizing transparency and trust, he provides clear guidance, allowing clients to focus on what matters most to them. Brett holds a Bachelor of Commerce degree and is an active member of the Conference for Advanced Life Underwriting (CALU) and Advocis. He is also a proud supporter of Crohn’s and Colitis Canada. Outside of work, Brett enjoys spending time with his two sons, skiing, and playing hockey.