Brooke Dean isn’t just another advisor preaching from a pedestal—she’s lived through the trenches. From toxic relationships and complicated family dynamics to the illness and loss of a parent, Brooke knows firsthand how life’s transitions can shake your foundation. Again and again, she’s chosen to rise, refusing to settle for less. That resilience fuels her belief that every person deserves to step out of the shadows of financial stress and into a place of clarity, confidence, and control.
With more than two decades in the finance industry, Brooke leads a wealth management practice specializing in guiding high-net-worth women and their families. She blends heart and expertise, helping her clients not only grow their wealth but also align it with what truly matters most in their lives.
Brooke is a Certified Financial Planner (CFP), Registered Retirement Consultant (RRC), Trust and Estate Practitioner (TEP), and Certified Investment Manager (CIM). Beyond her own practice, she mentors the next generation of female advisors and teaches Investing 101 at Chinook College in Calgary, Canada.
A working mom, Brooke knows the juggle is real and treasures the small moments with her family. When she’s not with clients, you’ll often find her traveling, hiking, or biking—making space for the memories that matter most.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements.
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.