Financial Advisor, Manulife Securities Incorporated
Life Insurance Advisor, Cornwall Wealth Management Group Inc.
Brad started his career on the trading floor of the Toronto Stock Exchange and has over 20 years of experience in capital markets with a specialty in equities. His philosophy on investing and financial strategies is simple: A customized plan should dictate your long-term investments.… not the other way around. Brad works with individuals, families, private business owners and retirees with the objective to grow and protect their financial wealth based on a foundation of honesty and trust. With a comprehensive approach to investing, Brad also places great emphasis on building relationships for life. He helps clients develop, implement and maintain customized solutions that recognize ones evolving financial situation. Through one-on-one meetings, regular reviews, and ongoing personal advice he strives to provide his clients with superior service, clarity and confidence in their financial future. Brad takes into account all investment, tax minimization, risk management and insurance solutions to meet your wealth management needs.