Brad graduated from the University of Western Ontario in 2000 with a BA in economics and worked as an investment advisor for eight years prior to joining Raymond James in 2012. He completed his Certified Financial Planner designation in 2009. As a licensed insurance agent of life, accident and critical illness insurance, he can provide complete wealth management services to clients. Brad is also a holder of the Chartered Investment Manager designation.
Brad puts clients and their needs first and understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. He works with clients to design investment portfolios to meet their individual needs, focusing on asset allocation. He also specializes in providing advice to small business owners and will work with them to look at the long-term and help develop a customized wealth management plan building a framework around risk management, investment management, and succession planning.
Brad focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. Whether you need help with wealth management, retirement planning, or estate planning for your family and business, Brad will put you – and your needs – first.
Direct Line: 250-405-2410
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™.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.