Planning Specialists

Brad is a Certified Financial Planner with over 25 years’ experience and has established a thriving financial planning practice in Southern Alberta. He presently manages over $250 million in assets for a select few families.

Brad's goal is to ensure that people have a written Financial Plan to ensure they can accomplish their written goals. We help navigate people through investment decisions and work closely with you to build a personalized investment strategy for Long-Term Diversified Investment Portfolios that match you and your family situation.

Brad is a Retirement and Estate Specialist, monitoring your written Financial Plan to ensure that you can maintain your lifestyle and retire with dignity.

He is more than a financial advisor, Brad is your personal financial guide.


Our planning process revolves around you

We help you build an extensive financial plan