Brad’s extensive range of experience includes being a farmer, rig worker, geologist, award-winning realtor, real estate investor, and banker. Brad has been in the financial planning industry for the past 28 years. Brad attended the University of Calgary and graduated as a Geologist. This solid platform of knowledge helps him understand and develop effective solutions to address clients’ wealth management needs encompassing investments, estate, tax, succession and retirement planning. He presently serves the function of CFO for the select families he works for. To date, Brad's financial planning accomplishments include being both a Certified and Chartered Financial Planner and graduate of the Canadian Securities Course. Brad has been a public speaker for 25 years and has given over 400 speeches to fellow planners, the general public, and corporations across Canada from Abbotsford to Kingston. He has been interviewed and quoted on CBC Money Sense, CBC National News, News First on Channel 2&7, The Globe & Mail, and the Calgary Herald. He has shared the stage at financial planning conventions with speakers such as George Bush Sr., the 41st President of the United States, and has also been the recipient of over 44 financial planning awards and designations. Brad presently is the president of Gustafson & Associates which manages over $300 million of assets inside of the $36 billion managed at Richardson Wealth Limited.
Cameron has been a member of the Gustafson & Associates for over 6 years.
As a licensed Associate Portfolio Manager and Associate Investment Advisor, Cameron is responsible for client services and transactions and works side-by-side with Brad with wealth management services. Cameron graduated from Mount Royal University’s Bachelor of Business Administration program with a Minor in Finance and is a Chartered Investment Manager.
When Cameron isn’t working, it is highly likely that he will smell of campfire smoke as he loves being outdoors, camping, hiking, and skiing. He’s a self-proclaimed handyman from his previous construction experience and is always looking for something to fix.
James is a seasoned financial services professional with over 12 years of experience in the financial services industry. James graduated from the University of Calgary earning his Bachelor of Commerce Degree, majoring in Finance and Management Information Systems. Prior to joining Gustafson & Associates, he held various positions at different investments firms in Calgary and he is fully licensed with his Canadian Securities accreditation. James brings his unique abilities to work with the team and is extremely detail oriented in our highly regulated industry, making him more than qualified to head our processing and compliance department.
Augustine Braima joined the Gustafson & Associates team in 2023 as an Assistant. He made Canada his home in 2008, joining his father after fleeing from the civil war in Sierra Leone with his mother and three brothers. His determination and drive to succeed in life in unprecedented. Augustine obtained his Bachelor of Business Administration and Marketing degree at Mount Royal University and brings in over 5 years’ experience in team leadership, customer service, marketing, and business development.
In his spare time, Augustine likes to go the gym and enjoys time spent outdoors, especially high up in the mountains. He is also a homebody who enjoys testing out new recipes and can often be found reading a good book.
Jeremy Stibbard is joining the Gustafson & Associates Team fulfilling the Assistant role.
With a decade-long tenure in the financial services industry and calling Calgary home, Jeremy is dedicated to steering individuals towards financial success. He's worked hard to refine his expertise in wealth management.
Jeremy holds a Personal Financial Professional (PFP) designation and his approach is grounded in a profound understanding of each client's unique financial landscape, enabling him to tailor strategies that align with their specific goals and aspirations.
In his free time, Jeremy can often be found on the golf course, tennis court, or at the hockey rink.
Chief Market Strategist, Purpose Investments
Craig Basinger is the Chief Market Strategist at Purpose Investments. With over 25 years of investment experience, Craig combines an educational foundation in economics & psychology with years of experience in both fundamental and quantitative research. A long term student of the markets, Craig’s thoughts and insights can be seen in Market Ethos publications and is a regular contributor on BNN.
Craig and his team bring a transparent and cost efficient approach to investment management. The team provides asset allocation OCIO services and directly manages over $1 billion in assets. The team manages dividend mandates, quantitative risk reduction strategies and asset allocation services.
Portfolio Manager, Purpose Investments
As a Portfolio Manager at Purpose Investments Derek plays a major role in the ongoing management and execution of the group’s investment mandates. He has worked for the past seventeen years in the investment industry with experience at Richardson Wealth, CIBC Wood Gundy, TD Wealth Management as well as GMP Securities Inc. He graduated from Wilfrid Laurier University with a Bachelor of Business Administration (Honours) degree with a finance concentration. Derek is a Chartered Market Technician (CMT), a designation obtained through expertise in technical analyses and is granted by the Market Technicians Association. He is also a Certified Financial Planner (CFP) as well as a Chartered Investment Manager (CIM).
Derek brings a specialty in trading, technical analyses and behavioral finance. His unique investment approach combines a blend of technical analysis, quantitative finance and fundamental analysis. Paying careful attention to market technicals, Derek brings a unique aspect to new idea generation and risk management in portfolio management. Derek believes that managing risk and being opportunistic given market conditions are key tenants of our achieving long-term returns.
Portfolio Analyst, Purpose Investments
Brett is a Portfolio Analyst at Purpose. He is responsible for relationship management and advisor support and focuses heavily on portfolio analytics for advisors, our own proprietary models and equity research. With over nine years of experience in the investment industry, Brett began his career as an Investment Advisor at a Canadian independent asset management firm where he worked with several high-net-worth families. Brett graduated from the University of Calgary with a Bachelor of Commerce degree. He is currently pursuing his CFA designation with the goal of becoming a Portfolio Manager.