Brendan Willis, FMA, CSWP, FCSI Branch Manager Financial Advisor

Vancouver/Kelowna Office

Brendan Willis is a partner with the Cadence Financial Group and leads the team as Branch Manager and Compliance Officer in our Vancouver, Okanagan and White Rock offices. From an early age, Brendan was drawn to business. Not surprisingly, he eventually enrolled in Business Administration specializing in Financial Services. Starting at a major bank owned securities firm in August 2000 as an associate to an established advisor, Brendan soon moved to another major bank owned brokerage to take their advisor training program. This 18-month program sent Brendan to Toronto to learn the craft from some legends in the business. After a few years building his business, Brendan partnered with Gerry Austgarden and they moved to Raymond James in May 2006. In 2012, Brendan was approached nationally to take on the Branch Manager position for the Kelowna corporate office. Seen as a natural leader, he accepted the role.

In 2021, Brendan joined the Cadence Financial Group. He has always believed that an investor should only take on as much risk as necessary to meet the rate of return required to meet their financial goals. His decision to become a partner was driven by Cadence’s ethos of being committed to investing clients’ hard-earned savings in suitable, best-in-class investment strategies, managed in a measured, consistent, and proactive manner.

Outside of work, Brendan is passionate about curling, cycling, raising money for charities and of course, his family. After five years as President of the Kelowna Curling Club, he recently joined Curl B.C. as a Director at large. He is dedicated to giving back to a sport that he’s loved since his youth. Brendan is a devoted family man, but when he can get away, enjoys the challenge and reward of road cycling. Conquering B.C. and Alberta, Brendan has his eyes set on cycling across our beautiful country a province at a time; he plans to cycle across Saskatchewan and Manitoba in 2021. Brendan has helped raise hundreds of thousands of dollars for the B.C. Cancer Foundation, the Foundry, Salvation Army, Central Okanagan Food Bank, Prostate Cancer Foundation and countless others. He is passionate about philanthropy and supporting the community.