As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement or managing your portfolio wisely, we have the experience and resources to meet your needs.
Mike Busby, CFP®
Mike has over 20 years of experience in the investment field. Mike believes in getting to know his clients in-depth to better understand their needs and objectives.
Mike offers families, individuals, and small business owners investment and insurance advice to address their financial goals. Mike also develops financial plans utilizing a well-defined, disciplined approach to asset allocation and risk management based on independent investment insight and incorporating a solid knowledge of specific client priorities.
Mike is a graduate of Wilfrid Laurier University where he earned a Bachelor of Arts degree in Political Science. After graduation from University in 1993, Mike became a District Vice-President at Fidelity Investments Canada and a Senior Consultant at Standard Life of Canada. Mike holds the Certified Financial Planner Designation (CFP) and he is also licensed to offer life insurance.
Mike and his wife Angela, currently live in Toronto and have two boys. In Mike's spare time, he enjoys hockey, golf, and traveling with his family.
Mani Fenili, CFA
In 1997, Mani Fenili began his career on Bay St. working for CIBC Wood Gundy as an equity research analyst covering oil and gas stocks. During that time, Mani earned his Chartered Financial Analyst (CFA) designation. From CIBC, Mani moved over to TD Asset Management where he spent the next 18 years in progressive roles culminating as a vice-president in the GTA supporting 350 financial advisors. It was during this time, that Mani gained invaluable experience on what it takes to be a successful advisor. He also appreciated the transformative and rewarding role a financial advisor can play in helping Canadians achieve their investment goals and objectives.
After 10 years supporting GTA based advisors with timely investment recommendations, Mani made the decision to become registered with FundEX Investments Inc. and become a partner in Brandon Lindsay Insurance Agencies Ltd.
With a solid Mutual Fund Dealer like FundEX Investments Inc. (a member of MFDA and subsidiary of Industrial Alliance group of companies), Mani feels he can deliver Canadian investors true value by leveraging his 22 years' experience in the financial industry. His goal is to help Canadian families and small business owners achieve their investment goals and objectives via a customized investment management process tailored to each client's unique situation.
Mani prides himself on providing investment services in the highest of moral and ethical standards commensurate with the code of ethics required of all CFA charter holders. Earning long term trust along with providing real value to his clients is Mani's number one objective.
Mani is supported at home by his beautiful wife Fiona, and lovely children Georgia and Julian. Outside the office, Mani enjoys spending time at the cottage, and is learning how to play the guitar.
Keith started in the financial services with Paul Revere Life Insurance Company in 1980 and founded Brandon Lindsay in 1982. Brandon Lindsay is a Toronto based financial services advisory firm offering insurance and investment solutions working in partnership with like-minded individuals and institutions.to clients across the country.
Keith's focus is building the next great Canadian financial services firm with an unwavering commitment to helping our clients achieve much more than they have already achieved in their life.
With over 38 years of industry experience, Keith has been fortunate to work with exceptional people at some of the top Canadian financial organizations.
Keith is married to Jo and share 3 children. Keith enjoys boating, cottaging, golfing, reading and doing handyman projects.