Retirement isn't only about how much you've saved. It's about the decisions you make with it: when to draw from which account, when to take CPP and OAS, how to turn a pension or a business sale into steady income, and what to leave behind. I'm Brayden Speight, a Certified Financial Planner professional who turns those decisions into one clear written plan you own, and who'll be here for every chapter that follows.
About
I'm Brayden Speight. I built Crestview Wealth because I wanted to do financial planning the way I always wished it could be done, small enough to know every client, experienced enough to handle the complex stuff, and committed enough to be here for the long arc of your retirement.
Read my story
Certified Financial Planner professional — Canada's highest standard in financial planning.
Backed by Investment Planning Counsel, an independent national dealer.
Client accounts are held in custody at National Bank Independent Network.
Why work with me
Three commitments I make to every client and hold myself to every single day.
Specialized practice
A business with 400+ clients means every client gets a fraction of the advisor's attention. I chose a more specialized, high-service model, so when you work with me, you aren't just a number, you're my priority.
Longevity
Approximately 40% of advisors in Canada are over 55. That means most are working on your retirement and theirs at the same time. I have the runway to be there for every chapter, the active years, the settled years, and the years when your legacy takes shape.
Local, expert, available
I built this practice to serve clients directly and personally. When you call, you get me, a Certified Financial Planner professional who knows your family, knows your story, and will have an answer for you the same day. That's my promise to you.
FAQ
Straight answers to the things most people want to know before our first conversation.
Who I serve
As a Certified Financial Planner professional, the clients serve best tend to care about two things: building a retirement income they can rely on, and leaving something meaningful behind. If one or both of those goals resonate, we're more likely to be a good fit
Specialization one
Making sure the right money arrives at the right time, in the right account, for the rest of your life. CPP timing, OAS clawback management, RRSP/RRIF drawdown sequencing, pension integration, and lifetime tax efficiency.
Specialization two
A plan that doesn't end at death. Beneficiary alignment, tax-efficient inheritance, RRIF collapse planning, coordinating investments with your Will, and charitable giving strategies, done alongside your lawyer and accountant.
Let's talk
A 20-minute Intro Call costs nothing and commits you to nothing. We'll see if there's a fit, that's it.
