Brad’s extensive range of experience includes being a farmer, rig worker, geologist, award-winning realtor, real estate investor, and banker. Brad has been in the financial planning industry for the past 28 years. Brad attended the University of Calgary and graduated as a Geologist.
This solid platform of knowledge helps him understand and develop effective solutions to address clients’ wealth management needs encompassing investments, estate, tax, succession and retirement planning. He presently serves the function of CFO for the select families he works for.
To date, Brad's financial planning accomplishments include being both a Certified and Chartered Financial Planner and graduate of the Canadian Securities Course. Brad has been a public speaker for 25 years and has given over 400 speeches to fellow planners, the general public, and corporations across Canada from Abbotsford to Kingston. He has been interviewed and quoted on CBC Money Sense, CBC National News, News First on Channel 2&7, The Globe & Mail, and the Calgary Herald. He has shared the stage at financial planning conventions with speakers such as George Bush Sr., the 41st President of the United States.