Brad joined the Scott Wolfe team in 2006. With a focus on wealth management, he provides our clients with a consistent and honest approach to capital accumulation, investment strategies, goal based financial planning, income tax efficiency, estate preservation and intergenerational wealth transfer.
Brad’s goal is to help our clients find and reach their true potential through proven processes, client education and effective communication.
Brad has earned his Bachelor of Commerce (Hons.) degree from the University of Manitoba, as well as the Certified Financial Planner (CFP), and Chartered Life Underwriter (CLU) designations. He continues to educate and pursue wisdom to better serve our clients.
Brad dedicates quality time with his wife Robyn, daughter Charlotte and son Thomas. He also volunteers on the board of Riverview Montessori pre-school, practices several fitness disciplines, yoga and hockey and is an avid reader and crossword puzzler.
Brad is a Financial Advisor with Manulife Securities Investment Services Inc.