Brad joined the Scott Wolfe team in 2006. He works closely in coaching individuals, families and business owners with a consistent and honest approach to capital accumulation, goal based financial planning, retirement planning, income tax efficiency, estate conservation and intergenerational wealth transfer. He also develops investment strategies and implements investment and risk management portfolio solutions.
As a CFP® professional, Brad's solutions are based on adherence to successful processes, effective communication, and client education with the goal of helping our clients find and reach their true potential.
Brad earned his Bachelor of Commerce (Hons.) degree from the University of Manitoba in 2003, the Certified Financial Planner (CFP) designation in 2010 and the Chartered Life Underwriter (CLU) designation in 2015. He continues to educate and pursue wisdom to better serve our clients.
In his spare time, Brad practices several fitness disciplines, enjoys spending ample time outdoors, is an avid reader, and loves quality time with his wife Robyn, daughter Charlotte and son Thomas.
Brad is a Financial Advisor with Manulife Securities Investment Services Inc.