Brown Financial Security is an independent, family-run financial services firm based in Peterborough, Ontario, founded in 1968. The company focuses on creating comprehensive, long-term financial plans for its clients, covering areas such as investment management, retirement planning, insurance, and group benefits. Brown Financial Security operates as a managing general agency (MGA) and partners with Worldsource Financial Management Inc., which serves as its mutual fund dealer. This structure allows them to offer investment products while maintaining their status as independent advisors, with Worldsource Financial Management Inc. providing the regulatory and compliance oversight for their mutual fund-related activities.

Founded in

Canada