Brad Stan understands that serving clients’ investment needs begins with building strong, lasting relationships. He utilizes his more than 20 years of experience and extensive professional credentials to advise his clients on wealth management strategies.
SERVICES
Brad designs personalized investment portfolios. He specializes in working with small business owners and self-employed professionals. Over his professional services career, he has focused on providing financial services to business owners and independent professionals.
CORE BELIEFS
Brad believes in a comprehensive wealth management approach. Using his training and professional experience, he helps clients develop personalized plans that address all aspects of their personal financial situation including retirement planning, tax management, risk needs analysis and estate planning.
EDUCATION
Brad graduated from the University of Toronto in 1983 with a B Comm degree. He obtained his CA designation in 1985 and spent 11 years in the tax specialty with a major public accounting firm. He obtained his CFP designation in 1996 and holds a Level II life insurance license. Brad continues to enhance his experience through professional education conferences and training sessions.
COMMUNITY INVOLVEMENT
Brad has spent several years coaching minor hockey in the Greater Toronto Hockey League and the Mississauga Hockey League and he volunteered with the Junior Achievement of Peel and the Ontario Red Cross Society in Mississauga.
FAMILY/HOBBIES
Brad has lived in Mississauga since 1967. When he is not working with clients, Brad enjoys golf and travel.
Direct line: 905-891-5222 x 252
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
