Building a Guaranteed Pension Plan. Q&A with Brent Edwardson, Financial Security Advisor

One of the benefits of going with a Safe Pacific Financial Security Advisor is the wealth of experience we bring to the table. We understand what our clients need because our careers and life experience connect with their own. To illustrate the point, we present a Q&A interview with one of our trusted associates, Brent Edwardson.

Q. You’re often building a ‘guaranteed pension plan’ for mature clients who want to protect their savings and leave a legacy. What makes you the go-to expert in this?

I actually work with a dynamic group of insurance and financial experts to find the right solutions for our clients. Being a licensed broker means I can access a full range of offerings from Canadian insurance and financial institutions to match what they need.

On a more personal note, I’ve built a business and raised a family – and I understand what many of my clients are going through when they call me.

Q. Tell us a bit about your business background, before you became a Financial Security Advisor.

I spent a number of years as a professional photographer, handling portrait and commercial work. Running that business made me intimately familiar with the challenges of small business people, such as the tax implications. Entrepreneurs have to take care of themselves from start to end, and take precautions for if they get unhealthy.

As an entrepreneur and investor, I’ve also seen the ups and down’s of the market. I’ve seen what can happen with people’s investments in times of high volatility; naturally, I’ve seen that in my own investments, with regard to real estate and the stock market. I’ve seen people very close to me, friends and family, with health issues or other challenges, that haven’t ended up in a favorable situation because they didn’t prepare for it. Those were observations I made long before I went into this profession.

Q. What made you switch careers?

Part of it was business necessity. As many people are aware, with the growing popularity of digital photography and lowered barriers to entry, the whole photography industry is not going in a good direction; we were just not seeing the kind of return we would expect, considering the level of business expertise. It was time to make a change.

I like to be a problem solver and when I began learning about insurance, I saw there was a lot of ways you could help people. I can make a real difference with their safety and stability going forward in life. I can help people determine the best way for them to reach their long-term goals.

Q. What special skills do you have that help you to help your clients?

I’m able to communicate with people in a way that makes them comfortable – something I picked up in my photography days. I communicate in a non-judgmental way. I like spending time coming up with solutions for their unique need. It’s quite satisfying when you can help them achieve what they want.

One of the areas I’m spending more time on is for people who aren’t insurable with traditional companies. Maybe they have challenges with their health; I’ve been able to come up with solutions in such a way that their loved ones are taken care of; some other companies that would be tied into a specific product offering wouldn’t be able to serve those clients.

Q. What are you doing when you’re not advising clients about their financial future and insurance needs?

I love the outdoors. I spend a lot of time doing mountain biking, road biking, hiking. When I’m with friends, I’m outdoors enjoying those kinds of things. But I am also interested in art, especially photographic art and enjoy cultural events and stimulating conversation. I have raised a family and look forward to seeing the successes of my children.