Brent Lang

Business Manager, International VP

Brent can be reached at:

Phone: 604-531-8807

Email: blang@strategicanalysis.ca

Mailing Address:
2345 Yonge Street
Suite 910
Toronto, ON M4P 2E5

Highlights:

I am a professional, healthy, dedicated 37 year-old, entrepreneurial businessman. I have, through dedication to the Canadian Securities Industry, successfully completed the Canadian Investment Manager (CIM) and Branch Manager designations. This has also qualified me for the Fellow of the Canadian Securities Industry (F.C.S.I) designation.

Career Overview:

I have built a substantial investment management practice by being committed to client service excellence and being a knowledgeable expert in investment and retirement planning. With over 19 years in the financial services industry (14 fully licensed) I have proven management capabilities built on these three key pillars; strong people skills, strong analytics and strong personal values.

Centres of Influence:

One of my significant strengths is my solid relationships with Centres of Influence. I have a large referral network of professionals I utilize and trust based on mutual respect.

Community Involvement:

I have been a large charitable supporter of several Greater Vancouver charities (Peace Arch Hospital Foundation, Semiahmoo House and Mission Possible) over the past decade. I am a past Director of the White Rock & South Surrey Chamber of Commerce.

Professional Development:

• Oct 30, 2009 - Fellow of the Canadian Securities Industry (F.C.S.I.) Designation
• July 7, 2009 - Retail Ethics Module (CSI)
• Jun 29, 2009 Branch Managers Designation
• Feb 20, 2009 Principal Protected Notes Certification
• Oct 12-14, 2007 Leadership Mastery
• Aug 15, 2003 Canadian Investment Manager Designation
• Jul 30, 2003 Portfolio Management Techniques Course
• Oct 14, 1997 Canadian Investment Mgmt (Professional Financial Planning) Course
• Jan 10, 1995 Canadian Securities Course

References:

This is a note of thanks, as I reflect on the friendship we have developed as we have worked together in the Vancouver area over the past 10 years. It is clear that you truly understand the importance of relationship building, not only with your suppliers, but with your customer base, as well. Beyond the "business end," it is also abundantly clear that you are truly generous with your time, talent and treasure. In short, Brent, you are a man in full. I am privileged to be associated with you.
Dr. William D. Danko, Associate Professor of Marketing in the School of Business, University at Albany, State University of New York. Co-author of The Millionaire Next Door.

I have known Brent Lang and his family since 1989. I have been Brent’s Mentor and Manager, therefore I am confident, that I am in a position to recommend him for the F.C.S.I. designation. Brent is intelligent, has integrity and is honest. The interest and welfare of his clients are always his first concern. Preserving their capital is of prime importance. He is a credit to the investment industry.
Mr. Nigel J. Potts, F.C.S.I. Portfolio Manager, Canaccord Capital Corporation

This letter serves to confirm that I have been conducting business with Mr. Brent Lang in a wholesaler/distributor relationship since 2001, initially whilst Regional Manager: Sales at Franklin Templeton Investments and then with TD Asset Management as Vice-President Sales: White Rock, Richmond and Fraser Valley in 2007. I can attest to Mr. Lang running a quality business with his clients’ interest first and foremost. He has continued to improve his skills through continued education and his willingness to keep an open mind but, doing significant due diligence before recommending any product to his clients.
Mr. Dion Steyn, Regional Vice President, TD Asset Management