1. Brian Penston

2. Brian Penston
B.Comm. (Hons.), CLU, CH.F.C., CFP

3. Brian Penston
B.Comm. (Hons.), CLU, CH.F.C., CFP
Bachelor of Commerce – Marketing and Finance Major
– University of Manitoba

4. Brian Penston
B.Comm. (Hons.), CLU, CH.F.C., CFP
Bachelor of Commerce – Marketing and Finance Major
– University of Manitoba
Chartered Life Underwriter

5. Brian Penston
B.Comm. (Hons.), CLU, CH.F.C., CFP
Bachelor of Commerce – Marketing and Finance Major
– University of Manitoba
Chartered Life Underwriter
Chartered Financial Consultant

6. Brian Penston
B.Comm. (Hons.), CLU, CH.F.C., CFP
Bachelor of Commerce – Marketing and Finance Major
– University of Manitoba
Chartered Life Underwriter
Chartered Financial Consultant
Certified Financial Planner

7. I Have Been Helping Individuals and Groups
Arrange Their Life and Health Insurance,
Investments and Other Financial Products and
Services
Brian Penston

8. Since 1975
I Have Been Helping Individuals and Groups
Arrange Their Life and Health Insurance,
Investments and Other Financial Products and
Services
Brian Penston

9. What Do I Do?

10. What Do I Do?
I am an independent financial advisor. I work
with you to understand your financial goals and I
work for you, shopping to find plans and programs
best suited to your objectives and goals.

11. Where Am I Going?

12. I am building a clientele of successful individuals
and groups. I also work with the clients of other
successful practitioners.
Where Am I Going?

13. How Can I Help You?

14. How Can I Help You?
I will share some strategies with you that are currently
being used by other successful individuals and groups.

15. How Can I Help You?
I will share some strategies with you that are currently
being used by other successful individuals and groups.
You still make all the decisions, but because I am
always looking to find new strategies, I will probably
find some plans and programs you might not discover
for quite some time, if at all.

16. How Can I Help You?
I will share some strategies with you that are currently
being used by other successful individuals and groups.
You still make all the decisions, but because I am
always looking to find new strategies, I will probably
find some plans and programs you might not discover
for quite some time, if at all.
I Work for You and
Someone Else Pays Me!!!

17. Brian Penston
Products & Services
Individual & Group Health Plans
Disability & Critical Illness Insurance Plans
Registered Education Savings Plans
Registered Retirement Income Funds
Term Deposits
Registered Retirement Savings Plans
Guaranteed Variable Investment Funds
Computerized Financial Planning
Temporary Life Insurance Rate Surveys
Permanent Life Insurance Contracts
Non Traditional Investments (Tax Shelters)

18. Brian Penston
Companies I Have Contracts With

19. Brian Penston
Companies I Have Contracts With
Assumption Life; BMO Life; Canada
Life; Custom Care; Empire Life; Edge
Benefits; Equitable Life; Great West
Life; Industrial Alliance; Manulife Bank;
Manulife Financial; Olympia Benefits:
RBC Life; Standard Life; Sun Life; TD
Asset Management; Transamerica Life;
Wawanesa Life

20. What Can I Not Do?

21. What Can I Not Do?
Predict The Future

22. What Can I Not Do?
Predict The Future
What Do We Do About That?

23. What Can I Not Do?
Predict The Future
What Do We Do About That?
Recommend Products with Guarantees

24. Brian Penston
B.Comm. (Hons.), CLU, CH.F.C., CFP
Phone: (204) 633-7353 Email: bpenston@mts.net

25. Brian Penston
B.Comm. (Hons.), CLU, CH.F.C., CFP
Phone: (204) 633-7353 Email: bpenston@mts.net

26. Brian Penston
B.Comm. (Hons.), CLU, CH.F.C., CFP
Phone: (204) 633-7353 Email: bpenston@mts.net
Thank You