Financial Representative

Duncan Brook

FIC

To make a difference and to add value to the lives of others is my passion. This is what led me to the field of Financial Services, where I have been active now for over 25 years.  I am very thankful to work with FaithLife Financial because I share the same Christian values. The Good Shepherd Lutheran Church in Red Deer has been my spiritual home for many years.  My hobbies are building hot rod cars, riding adventures on my motorcycle, and fishing.

What I love most about what I do currently, is helping others manage their finances – showing them how to maximize their pension and develop a plan to leave a lasting legacy. I can help you build a solid financial foundation and protect your financial future.

Below are quotes from two wonderful members.

“Duncan has been my insurance agent and financial advisor for more than 25 years.  I appreciate the ethical way he conducts business, his financial acumen and the friendship that has grown between us over the years.  He is a fine Representative of FaithLife Financial.”
-Bishop Ron M.        

“Duncan has been my trusted advisor for many years.  He has guided my investment strategy as well as my insurance needs. Honest and competent – that’s what I like!”
-Don H.

How We’ll Work Together

For every stage of life, being wise with money starts with a plan. Together, using the five financial principles to live by, I will help you protect your financial future and feel confident about your finances.

Based on your personal needs and preferences, we will work together using the following six- step process to help identify your financial goals and develop a plan to help you reach them.

  1. Understand your financial objectives and concerns.
  2. Personalize how we work together based on your needs and preferences.
  3. Gather your information to understand your current situation.
  4. Analyze your information to develop a personalized plan.
  5. Implement the desired strategies within you plan.
  6. Review progress towards your goals and make necessary adjustments.

As your Financial Representative, I will help you plan, protect and invest wisely so you can achieve your financial goals and give back along the way.

Products and Services

I offer insurance and investment solutions to protect your financial future.

  • Life Insurance
  • Education savings for your children or grandchildren
  • Critical Illness, Disability and Long-Term Care Insurance
  • Investments for your short and long-term goals
  • Savings and retirement income
  • Charitable giving options

Contact Me

Contact me today for a free financial review!

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