About Us

Brick Financial Group Inc. was incorporated in 1999 to provide personal financial services to families and businesses in the Waterloo region and surrounding area. Its emphasis is on helping people retire in the manner which they choose, reduce taxes and efficiently distribute estates.

Brick Financial was founded and is operated by John Brick.  Together with the aid of his trusted assistant Donna Mogg they work as a team to handle the personal and business financial planning needs of many clients.

John Brick, B.Admin, CFP, CLU, CH.F.C.

Certified Financial Planner

John Brick is the founder and owner of Brick Financial Group Inc. He joined London Life in 1990 as a sales representative following his graduation from Lakehead University with a degree in business. He also spent six years in management with London Life prior to beginning his own financial planning practice. John has earned his chartered life underwriter (CLU), chartered financial consultant (CH.F.C), and Certified Financial Planner (CFP) designations. He is a member in good standing with Advocis (The Financial Advisors Association of Canada), The Investment Funds Institute of Canada (IFIC), as well as a life and qualifying member of the Million Dollar Round Table (MDRT). Over the past three decades John has built a successful financial planning practice based on honesty and respect for clients as well as a genuine interest in helping them identify and achieve their financial, business, and personal goals.

john@loftwmg.ca*

(519) 885-5474   ex 223

Donna Mogg

Marketing Assistant

Donna joined Brick Financial Group in 2004 following many successful entrepreneurial ventures.  She spent a few years as a financial security advisor prior to opening two businesses which she later sold. After working with John as her financial planner, she decided to join him in serving the Brick Financial Group client base. Her integrity is beyond reproach and she is committed to working with John to help clients achieve their financial, business and personal goals.