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, and has also been the recipient of over 44 financial planning awards and designations. Brad presently is the president of Gustafson Wealth Counsel which manages over $250 million of assets inside of the $27 billion managed at RichardsonGMP Limited.
Karen is a native Calgarian who graduated the University of Calgary with a Bachelor of Commerce Degree. She has 30 years of experience in the Financial Services arena. Karen started her career as a Systems Analyst consulting to a wide variety of companies. She then owned and operated a Full Service General and Life Insurance Brokerage House for 8 years, writing everything from auto insurance to Directors and Officers Corporate Liability Insurance. Karen has excelled in many Canadian Securities Industry Courses, and has passed the Branch Managers Course, as well as the Options and Derivatives Supervisory Course, with honours. Karen then managed the Calgary office of NBCN, which performs back-office and clearing services to many brokerage houses in Canada. She was the Branch Administrator at National Bank Financial Ltd in the Calgary location, which was awarded the prestigious National Award “Branch of the Year” for 3 of those 5 years. Karen’s extensive industry experience brings an invaluable wealth of knowledge to Gustafson Wealth Counsel. She serves our clients as our operations manager and organizes Brad’s entire schedule.
Brett has now successfully completed his Bachelor of Commerce – majoring in Personal Financial Planning, at the University of Calgary. Brett is now fully Securities licensed. He is currently pursuing his Chartered Financial Analyst (CFA) designation. He has successfully completed Level 1 in 2018 and Level 2 will be in June 2019. Brett contributes his expertise in financial planning, investments, financial analysis and data compilation.
James is a seasoned financial services professional with over 12 years of experience in the financial services industry. James graduated from the University of Calgary earning his Bachelor of Commerce Degree, majoring in Finance and Management Information Systems. Prior to joining Gustafson Wealth Counsel, he held various positions at different investments firms in Calgary and he is fully licensed with his Canadian Securities accreditation. James brings his unique abilities to work with the team and is extremely detail oriented in our highly regulated industry, making him more than qualified to head our processing and compliance department.
Cameron graduated from Mount Royal University’s Bachelor of Business Administration program with a Minor in Finance. Having completed the Canadian Securities Course and Conduct and Practices Handbook, Cameron is now Investment Representative licensed and continuing to learn the intricacies of the financial industry. As a licensed Associate, Cameron is responsible for client services, transactions, and providing general administrative assistance to the team. Cameron is also being groomed to run our financial planning desk.