Introducing Brad Stan

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.