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Tesia Brooks CDFA®, CFP®
Brooks Financial - Empowered Divorce Solutions
1 - 850 John Bruce Road East |
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Over her 38-year career in the financial sector, Tesia Brooks has seen a lot of changes and advancements. And, as she has continuously found new opportunities to serve her clients better, her career has evolved as well. Beginning her career as a bank teller at the age of 17, Tesia found that the advancement opportunities for women were very limited, having achieved head teller position by 20 years of age. Tesia chose to move laterally to the world of accounting. For the next 20 years her dedication and accounting savvy took her up and through the corporate world in various positions. Experienced and fully qualified in 1991 she graduated from the Certified General Accountants (CGA) program she pursued while advancing her full-time career. Working as a Budget and Financial Analyst for a large corporation, Tesia discovered her real passion and decided to take her skills to the arena of personal financial planning. In 1993 she followed her entrepreneurial spirit by creating Brooks Financial and would earn her Certified Financial Planners (CFP) designation in 1998. The global financial crisis of 2008 changed everything. Tesia’s goal has always been to grow her clients’ wealth, not to lose ground because of market volatility, investment fees, tax erosion and inflation. That is why she decided that the Mutual Fund industry wasn’t the right choice for her clients. She read a series of Robert Kiyosaki books and completed four courses through the Wealth Intelligence Academy. Tesia’s real passion was to help her clients achieve their financial goals so through this knowledge discovered the world of Private Market Investments. In 2010 she took the course and wrote the exam through the Securities Commission to qualify as a Private Market Specialist and now offers these alternative investments, through TriView Capital Ltd. All this experience and a fully stocked tool box equips Tesia and her clients with a secure way of implementing their Financial and Investment Plans. Tesia prides herself on her ability to navigate clients through what can be an overwhelming myriad of technical terms and complex financial strategies. Collaboration with her clients and their team of professionals ensures tax efficiency and capital management that will build income now and into the future, also creating opportunities to preserve assets for the next generation. Brooks Financial help clients gain a better understanding of what they really need and want from life and what they want their money to do for them. In the end, it’s all about maximizing purchasing power of both income and capital to achieve your life goals. CFP,CERTIFIED FINANCIAL PLANNER® and federally registered CFP{with flame logo} are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. |
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800.875.1760
