Brad works with individuals, families, business owners, and retirees to strategically grow and safeguard their financial wealth. Through clear, honest, and open communication, he guides clients in developing, executing, and maintaining tailored financial strategies designed to achieve long-term objectives. His approach incorporates tax-efficient planning, comprehensive risk management, and insurance solutions as integral components of a holistic wealth management plan. Brad began his career on the trading floor of the Toronto Stock Exchange and brings nearly 30 years of capital markets expertise, with a specialized focus on equity portfolio management.

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