Brad has been in the financial industry since 2000. He specializes in growing and preserving assets for high-net-worth clients, business owners and corporations through custom portfolio design, tax planning and estate planning. Brad is an expert in answering questions you may not know to ask and offering critical and timely support to help you reach your financial goals.
Brad grew up in Brooks, Alberta, before moving to Calgary for university. He enjoys spending time with his three children, travelling and playing hockey and golf.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.