Empowering Your Financial Future Together
Welcome to Brandon Lindsay Insurance Agency, where your financial aspirations meet expert guidance and personalized solutions. Our mission is to empower you to navigate the complexities of financial management with confidence and clarity.
With Brandon Lindsay Insurance Agency, you gain access to a comprehensive suite of financial services designed to address your unique needs. Whether you’re seeking to craft a robust financial plan, optimize your investment portfolio, or safeguard your assets through estate planning and insurance analysis, we have the expertise to guide you towards your goals.
Planning for retirement or minimizing your tax burden? Our team of seasoned professionals specializes in retirement planning and investment tax planning, ensuring you’re well-prepared for the future while maximizing your financial efficiency today.
We understand that your financial journey is as unique as you are. That’s why we take a personalized approach to every client, tailoring our services to align with your specific objectives and preferences.
At Brandon Lindsay Insurance Agency, we’re committed to your financial success. Explore our website to learn more about our services and how we can partner with you to achieve your financial aspirations. Take the first step towards a brighter financial future today.
We’ll work hard to earn your trust.
We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.
FEATURED SERVICES
See below to learn more about the services we provide.
LATEST NEWS
Are you earning well but feeling financially strained? You may be falling into traps that drain your finances. Discover how saying "no" can help you keep your hard-earned money. Learn about habits holding you back and get tips to regain control of your finances. Don’t let poor spending dictate your future—find secrets to lasting wealth!
Many people struggle with retirement planning and often wait for life events to take action. Despite clear steps like recording expenses and saving, few Canadians follow through. A recent survey revealed that couples frequently disagree about their retirement plans. This avoidance of financial discussions can jeopardize financial well-being. If you're unsure about your financial future, a qualified financial advisor can help navigate retirement planning complexities. Don't let procrastination hinder your financial security!
Navigating severance packages can be daunting, especially in today's unpredictable job market. With the right tax planning strategies, you can maximize your severance pay and retain more of your money. From Registered Retirement Savings Plans (RRSPs) to tax-sheltered insurance accounts, there are various options to manage your financial future. Understanding these strategies is crucial for making informed decisions about your hard-earned money.
Happy Clients
Please review our testimonials from our satisfied clients!
Thanks for the summary Keith and all your support setting this all up. We are so grateful to have you in our lives since day one when we got married. We are a true testimonial of a couple you have mentored in your career. From marriage to a retirement package.
Xoxox
Christine 
I've known Mike since 2008 and I had the pleasure of working with him at Standard Life for 3 years. As a financial advisor for almost 10 years, Mike has the knowledge and experience to help clients achieve their financial goals. Thanks for your help Mike.
Robert S. 
Since working with Mike, he has met and surpassed my expectations of working with a financial advisor. He takes the time to really know his clients which gives me every confidence that not just my financial goals are well understood but also my comfort level. He regularly provide updates and is always available to answer any questions or to explain options within my portfolio. His integrity and knowledge are invaluable. He takes a proactive approach to his work and, after each phone call, email or visit, he follows up and sends a very detailed email report explaining the current situation. Honest, reliable, ethical and highly recommended.
Arlene P. 
Mike Busby is an exceptional financial advisor who really takes his time in determining your goals before creating a tailored financial strategies that suits your needs. Once your investments are in place, he keeps you well informed and up to date on your investments. Mike is a highly recommended financial advisor who truly cares about you and your financial goals with proven positive outcomes.
Cheryll D. 
Mike is an extremely dedicated professional who always strives to provide financial strategies based on the best interest of his clients. As my Financial Advisor, he works diligently to understand my financial goals and ensures the highest level of service is provided. He is able to see beyond his role and specific work initiatives to the larger picture and the impact of his work. On top of that, he is always genuine and a pleasure to work with.
Rachelle N. 
Mike Busby is an expert in his field and has been handling my investments for many years and I am always impressed with the attention to detail he has given my finances. He offers sound advice on the best way to invest money based on your individual situation and how best to optimize investments to guarantee a comfortable retirement. He also connects with me on a regular basis to keep me apprised of how my investments are doing, which is a nice personal touch that I never experienced with other people handling my money. Mike gives my investments the same kind of attention that he would give his own and I would highly recommend him to anyone.
Patricia G. 
I've been with Mike for a long number of years. He's helped not just in growing my investments, but in explaining many questions I had such as selecting the best TFSA, understanding my taxes, and many more. He is always available to help and meet when required. I normally would not trust any random person with my money. His honesty is what I appreciate the most. I recommend Mike to all my friends and family. Choosing Mike is the best 'investment' I've ever made.
Mary N. 
I’ve known Keith for 40 years since we were roommates at McMaster University. When I had some money to invest, it was a no brainer to ask Keith to work with me. We’ve enjoyed a business relationship for 30 years. Keith is always learning. He keeps current on investing trends and readily gives advice always related to the goal of increasing my portfolio. He’s diligent and a man of integrity. Both my wife and I are confident placing our trust in him.
Cathy & Paul H. 
P.S. 1984 Wow!! Time flies......Thank God I entrusted my investments with you...I'm thrilled at how steady and well things have gone in 35 years!!
Rod & Karen L. 
Thank you for your season’s greetings and annual assessment of the state of affairs. I wish you a wonderful holiday season too and that 2020 will start a decade of good health and happiness for you and your family. May it be a decade of a shift towards goodwill and not just monetary profit that defines success. I agree technology will continue to play a significant role, may it be for the common good. I appreciate your continued good service, always there to take my call and consider my comments. I know I’m a tiny player but you’ve never treated me with anything but respect and consideration. Thank you.
Sandra P. 
Keith Wong has advised me in choosing my insurance and investment needs since 1980. I have learned to trust his advice in these matters and in spite of the recent fluctuations in the financial world, I have done well. I have not become extremely wealthy but I have not lost either. My investments have consistently shown a gain at the bottom line, where it counts. I do recommend him as a trustworthy advisory.
APD
Hi Keith,
Thank you for the wishes!
I’m grateful to be a client of yours and appreciate all you do. Working with you and your team has been by far the most positive experience I’ve had when it comes to money management. Thank you for that.
Merry Christmas to you and your family, and have a happy new year! I hope you enjoy the holidays and eat lots of cookies.
Shannon
Very well put Keith - yes it certainly has been an eventful year Thanks to you and Mike and your team for keeping our investments on a positive trajectory in these challenging times.
Looking forward with some trepidation as to what the new year will bring.
MERRY CHRISTMAS AND A HAPPY NEW YEAR TO YOU !!!!
Doug