Brad started in the financial services industry in 1998 with CIBC. In 2006, Brad ventured out on his own as an independent wealth advisor and has since then committed his life’s work to the creation, careful management, and protection of his clients’ wealth. The freedom of independence from an institution gives Brad a much broader range of options for his clients. This allows him to apply the best solutions to each person’s unique situation.

Brad works for you, the client, and a large amount of his success is based on his performance for you. Brad is a highly ethical and professional individual that has built a very trusting and close relationship with his clients. He takes the time to get to know each individual so that all financial needs are fully met. Brad also takes pride in his endless commitment to education that is keeping him on top of the ever-changing financial landscape, allowing him to continue to serve his clients better and to be recognized as one of the top professionals in his field.

Brad is currently working with and seeking individuals of all ages, backgrounds and financial statuses. You don’t need to be wealthy to benefit by working with a wealth advisor – let Brad help you build your personal wealth! If you are not yet working with a wealth advisor, or you are but would still like to talk to Brad, he invites you to contact him today! Brad would be happy to sit down and discuss your current situation at no cost or obligation so you can fully understand how his services can help you.

“It isn’t what the book costs. It’s what it will cost you if you don’t read it” - Jim Rohn

Designations

• Certified Financial Planner (CFP) www.fpsc.ca
• Canadian Investment Manager (CIM) www.csi.ca
• Fellowship of The Canadian Securities Institute (FCSI) www.fcsi.ca

Credentials

• Advanced Investment Strategies (AIS)
• Portfolio Management Techniques (PMT)
• WME Financial Planning Supplement (FPS)
• CE Ethics Course, Retail Version (CEETHR)
• 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?