Brad has over 25 years experience in managing money with Richardson GMP and RBC Dominion Securities. His prior experience as a Chartered Accountant with PricewaterhouseCoopers provides him with insights into understanding businesses, financial products and taxation issues.
He has earned a Portfolio Manager designation from the industry, allowing discretionary management of portfolios. A strong investment discipline must be demonstrated, rigorous industry education and a high level of client trust are all required to earn and uphold this title.
Brad is a fellow of the Canadian Securities Institute, holding its Chartered Investment Manager designation and has completed its Options Course. He also has completed Level 1 of the American Chartered Financial Analyst program.
As a Certified Financial Planner, Brad is able to build some of the most comprehensive financial plans for his clients. As a level 2 Insurance representative, Brad has access to many of the estate planning solutions uncovered, and can independently obtain services from most larger Canadian insurance companies.
Raising five children with his wife, Brad has a great understanding of the caring, dedication and effort it takes to make a family prosper. He understands how finances can align a family's vision to successfully achieve goals. Born and raised in Saskatchewan, Brad worked for his family in the bowling business. Brad was awarded High Honours and Great Distinction on his Bachelor of Commerce degree from the University of Saskatchewan.