Brad started in the financial services industry in 1998 and since then has continued to be committed to helping others achieve their individual financial goals. Brad understands how hard you work for your money and he wants to give you the personal attention you deserve.

“Remember, It’s your money and I’ll never forget that”!

• Open door policy - Brad is always available! I would like you to feel comfortable at anytime to pick up the phone or stop by with any questions that you may have or even to just say hello.
• Stay Informed - Brad takes a non-intimidating, no obligation approach to the planning process. During this process you will be educated on his recommendations so you can confidently make the final decision on anything we do.
• Exceptional service - Brad is committed to a proactive approach by continuously keeping you informed on your investments and the planning process. By taking that little extra time and care in analyzing each unique persons situation we can use the foresight to ensure your planning needs are properly in place for now and in the future.
• Expert Advice - The financial world is constantly changing, Brad is fully committed to keeping up with these changes and continually educating himself to maintain the highest level of service.

Credentials

• Wealth Management Essential Course (WME)
• Professional Financial Planning Course (PFPC)
• The Canadian Securities Course (CSC)
• The Conduct and Practices Course (CPH)
• The Options Licensing Course (OLC)
• The Derivatives Fundamentals Course (DFC)
• The Technical Analysis Course (TAC)
• Both the Level 1 & 2 Life, Accident & Sickness Insurance Licenses.

There is never a better time than today to start planning your future. You take care of your personal health, so why not take care of your financial health?