Brad graduated from The University of Calgary in 1992 with a Bachelor of Arts in Political Science and immediately joined the financial services industry. His fascination with wealth creation and fundamental, bottom up investing helped him run an independent advisory business for his first 12 years in the industry.
In 2004, Brad joined one of Canada’s largest banks as a Branch Manager to obtain a deeper understanding of financial markets. Along with that, this new role gave him a deeper understanding of all areas of banking and credit services. Brad obtained his Personal Financial Planning designation (PFP) in 2007 because he knew how valuable a written comprehensive financial plan was in helping his clients to achieve their financial goals. There are very few individuals you’ll ever meet who have the same passion for financial planning & attention to detail than Brad. He really, really loves this stuff!
In 2017 Brad once again became an independent Financial Planner, and is proud to be a part of HNW Financial alongside Stu & Dave.
Brad’s main passion is spending time with his (way) better half – his wife & soulmate Jen!