For Her
PROFESSIONAL'S DIRECTORY
CHRISTINE CONWAY
CFP , CLU , CHS, CExP, BA, ACS
®
®
President, Braun Financial Services Ltd.
CHRISTINE CONWAY, CFP , CLU , CHS, CExP, BA, ACS
​
​
​
Christine Conway is the President of Braun Financial Services. Christine holds the Certified Financial Planner, Chartered Life Underwriter, Certified Health Insurance Specialist, and Certified Exit Planner designations, a Bachelor of Arts – Business Administration Major from Providence College, as well as an Associate, Customer Service (ACS) designation from LOMA, the Life Office Management Association.
Christine is the author of The Debt-Free Lifestyle, a personal finance book designed to help Canadians get out of debt, pay down their mortgage faster and prepare for a comfortable retirement. Christine has been featured on GlobalBC News, MoneySense magazine, Dollars and Sense with Blair Mantin and Elaine Scollan, New Westminster Record, and writes quarterly for the Burnaby Now Local Pros and Tricity News Local Pros.
She is also passionate about giving back to the community. She served on the Board of Directors for the New Westminster Chamber of Commerce between February 2011 to June 2016 and as Chair of the Board from February 2013 to April 2015. Outside of the office Christine enjoys spending time with her husband Cameron, son Zander and their dog Winnie the Poovier.
®
®
WE'VE BEEN IN BUSINESS SINCE 1977
​
Braun Financial Services has called New Westminster home since 1977 and has helped hundreds of families across British Columbia secure their future and live with more peace of mind. Whether its by phone, video chat, or in person we are ready to help you in your financial decisions.
Being independent means we have access to a variety of investment and insurance options from numerous companies such as Manulife, Sunlife, Canada Life, Empire Life, Desjardins, RBC and others. We have the flexibility to pick and choose the best options these companies have to offer so we can build the best plan for your current needs and your family’s future.
Providing value and service to our customers long after they initially became clients is the foundation of our success and the long term nature of the relationships that we share with our clients and their families. We have many families who have continued to work with us through the generations as wealth has transferred hands. Over the years, we’ve been able to refine our process so that we can craft solutions that are both unique to your family’s needs and also time-tested.
Our mission at Braun Financial Services is to help you Take Care of the People You Love Through Investment and Insurance Solutions
Our Services
WE CARE ABOUT YOU AND YOUR SUCCESS
Your success is our success. At the end of the day, this business is our legacy and our legacy becomes rich and meaningful when we help you fulfill yours.
​
If you’re looking for a dedicated team that will be around for the long term to get to know your story and your family, to help you and serve you, you’ve come to the right place. We offer personalized investment and insurance solutions from a team that cares.
INSURANCE
​
We help protect your income and lifestyle with the following insurance products:
​
-
Life Insurance: term, permanent including universal life and whole life to give additional investment and limited payment options.
-
Group Insurance
-
Critical Illness Insurance
-
Disability Insurance
-
Health Insurance, including coverage for medication, vision & dental
RETIREMENT READINESS REPORT
How much income during retirement are you on track to receive? Do you need to increase your savings now or will you need to reduce your lifestyle later? If you don’t know the answer to this question, a retirement readiness report can help you.
RETIREMENT SERVICES
​
Review of your work pension plan to decide which option to take. Can include looking at the best time to retire, continuity of the pension to your spouse, reduced and unreduced options, bridge benefits and which will pay you the most money.
​
-
Determining the lifetime value of your pension benefits
-
Help with pension transfers
-
Termination Benefits
FAMILY WEALTH TRANSFER PLAN
​
Leave a legacy of a life well lived by documenting your wishes and planning ahead of time for final expenses. Our plans can help you reduce probate costs and make settlement of your estate easier for your executor and beneficiaries.
FAMILY INCOME PROTECTION PLAN
​
How long could you maintain your lifestyle if your income suddenly stopped? While we all think ‘it won’t happen to me’, accidents and illness are a part of life that need to be prepared for. A proper plan can reduce the financial stress during an already difficult time and make sure that you and your family can continue to live the life your accustom to, even if you can’t work for a while.
INVESTMENTS
​
We offer a variety of investments to suite the needs of investors at different stages in life.
​
-
RRSP/ Spousal RRSP
-
Group RRSPs
-
Tax Free Savings Accounts (TFSA)
-
Non-registered Accounts
-
RESP
-
Segregated funds
-
Equity linked GICs
-
GICs
-
Annuities
Tired of waiting in line and feeling like a number? Have you had to explain your very personal circumstances multiple times to the new face or voice over the phone each time you have an question about your investments or insurance? At Braun Financial Services, we get to know you and your story. Not only does this allow us to give you our best advice, but it also builds the foundation for a relationship that will last.
​
Choosing which financial services firm to work with is one of the most important decisions that you’ll make. When it’s done right, trust is earned over time and a relationship is built that makes your team of professionals feel like part of the family.
ADDRESS:
​
325-555 Sixth Street
New Westminster, BC
V3L 5H1
​
PHONE: 604.521.3778
EMAIL: contact@braunfinancial.com
​
WEBSITE: braunfinancial.com