Brad is a partner with ClearPath Wealth Management Inc. and holds a Certified Financial Planner® designation.

 

​Brad believes that a client’s individual financial and personal goals should be at the forefront in developing a financial plan.

 

His passion is working with clients to identify these goals, and creating custom financial plans to achieve them.

 

He works with a wide variety of clients, from small business owners, to professional doctors and lawyers.

 

He knows that every client is different, and there is no one solution that works for everyone.

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Brad trained and articled with ClearPath Wealth Management before starting his own practice. He is licensed as a Financial Planner under Manulife Wealth Inc. to sell stocks, bonds, ETFs, mutual funds and many other financial products to help his clients meet their financial goals as part of their comprehensive financial plan. He is also life insurance licensed to advise on Life, Disability and Critical Illness Insurance.

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Brad spends most of his spare time in the outdoors with his wife Jennifer, and his Dog Izzy. At different times in his life he has been an elite runner, cyclist and golfer.

 

​After graduating with a Commerce Degree from the University of Calgary Brad spent a year in Spain, learning Spanish and Surfing before joining ClearPath Wealth Management Inc.

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Direct Phone:(236) 420-5830 I Direct Fax: (236) 420-5840

Office Phone: (250) 860-6587 I Office Fax: (236) 420-5841