Drummond Brown, CLU, CH.F.C.

Financial Planner

Drummond is a distinguished professional with over 45 years of invaluable experience in the financial services sector. His extensive journey in the industry has been marked by a commitment to excellence and a passion for providing top-notch financial advice.

He holds the prestigious designations of Chartered Life Underwriter, and Chartered Financial Consultant, reflecting his dedication to maintaining the highest standards of professionalism and expertise. As an esteemed member of Advocis, the national association of financial and life insurance advisors, he has actively contributed to the growth and development of the industry.

Throughout his illustrious career, Drummond has been fortunate to have served on numerous industry committees, showcasing his leadership skills and commitment to shaping the financial
landscape. Notably, he held the position of President of the Winnipeg Chapter of Chartered Life Underwriters, further solidifying his influence within the industry.

A true expert in financial planning, he seamlessly navigates the spectrum from the kitchen table to the boardroom, employing a comfortable and collaborative style in his business interactions. His wealth of knowledge encompasses various facets, including retirement planning, investment and insurance planning, and the incorporation of life, health, individual medical benefits, and disability products, as well as segregated funds.

In a strategic move, he recently formed a strategic association with Dan Steinkey and Dream Retirement Planning Inc. Together, they bring forth a formidable combination of skills and resources, offering clients the very best in financial advice and services.

Specializing in registered savings plans, registered education plans, and registered disability programs, his expertise is further underscored by his current sponsorship with Empire Life Insurance Company. Holding licenses in the provinces of Ontario and Manitoba, he is contracted with most major Canadian life insurance companies, ensuring comprehensive coverage for his clients.

With a career steeped in excellence and a commitment to the financial well-being of his clients, Drummond stands as a beacon of reliability and expertise in the ever-evolving realm of financial services.

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.

With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.

This goal-based financial security planning approach is designed to help you:

  • Define customized short and long-term goals that ensure you choose only the right financial products and services

  • Identify roadblocks or gaps that might impact your financial planning strategy

  • Continually monitor your plan to ensure it meets your changing needs

Contact us today to find out more about my financial planning process and learn how a sound financial plan can help you achieve your goals.


Financial security planning is about more than preparing for retirement. It’s about working to achieve short- and long-term goals, and helping protect the most important things in your life.

As a Financial Security Advisor, I will work with you to create a plan that includes solid insurance and investment products and is flexible enough to meet your changing needs.

The first step to achieving financial security is creating a strong financial strategy. We will work together to prepare a plan that helps you:

  • Prepare for a secure, comfortable retirement or minimize your current taxes

  • Pro-actively manage and control debt, from major purchases to preparing for a child’s post-secondary education

  • Provide for your loved ones or heirs in the event of death, disability or critical illness

  • Protect your business and your employees through affordable benefits

Financial planning services provided by Dan Steinkey, CFP of Dream Retirement Planning Ltd.