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Brad helps affluent families in B.C. reach their financial goals.
Brad is a graduate of Wilfrid Laurier University where he earned his Honours Business Degree (BBA). He has subsequently earned the Certified Financial Planner (CFP) Level 1 distinction and is perfectly positioned to effectively deliver a total wealth management offering.
He enjoys advising individuals on the management of their portfolios. Through our team of specialists, Brad can offer access to investment management, financial planning, estate and trust services and insurance solutions.
Brad is well known on the North Shore as an accomplished golfer and coaches a North Vancouver baseball team. His loving wife and two young children, keep him busy off the links!