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. As a dually registered wealth advisor with Raymond James Ltd and Raymond James (USA) Ltd, Brad is also focused on the emerging field of cross border planning for US people living in Canada, Canadians living in the US, Canadian snowbirds and professional athletes.
Brad grew up in Brooks, Alberta before moving to Calgary for university. He has three children who he spends a lot of time with, enjoys playing hockey and golf and loves to travel.