Brandon Epp

CFP

Brandon joined the McCurdy team in 2012, and works closely with Diane on all aspects of client’s financial planning needs helping determine ‘How Much is Enough’ and mapping plans for clients to achieve their ‘Enough’ number, and have fun along the way.

He’s completed the FPSC Level I towards the CFP designation, and is concurrently working towards the CFA designation. Day in, day out he is driven to help clients achieve what is important and break down complex concepts into terms they can understand.

When Brandon isn’t at the office you’ll find him on the slopes of WhistlerBlackcomb, or in the summer trying to improve his Grouse Grind time.