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 Wealth Counsel for 4 years and is continuing to immerse himself in the intricacies of the financial industry. As a fully licensed Associate Investment Advisor, Cameron is responsible for assisting with 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. He is also pursuing his Chartered Investment Manager designation.
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.
Born and raised in the United Kingdom, Charles graduated from the University of Calgary, majoring in Finance and Economics. Thus far, he has completed his CSC and CPH certifications, and is now a licensed Registered Representative. Charles has been with the team for over a year and has made strides in his short period with us. He is responsible for the authoring of financial plans as well as ongoing investment and portfolio analysis. The next step in his long path to becoming an advisor is the pursuit of his CFA designation. A fitness enthusiast and passionate Rugby athlete, Charles loves getting out and staying active when away from the desk. His love for learning and infatuation with finance and capital markets keeps his head in the books when not on the field.
Director, Asset Management, CIO
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.
Derek is a Portfolio Manager within Richardson Wealth’s asset management service, Connected Wealth. He has worked for the past fourteen years in the investment industry with experience at CIBC Wood Gundy, TD Wealth Management as well as GMP Securities Inc. (now RF Securities Clearing). 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 technical analysis, quantitative finance and fundamental analysis. Paying careful attention to momentum, market breadth and price patterns, Derek identifies key support and resistance areas that bring a unique aspect to new idea generation and risk management in portfolio management.
SVP, Investment Strategy
Jamie is the SVP, Investment Strategy at Richardson Wealth. In this capacity, Jamie helps advisors and clients build portfolios and navigate a crowded universe of investment products. In addition, Jamie contributes the writing of our market commentaries, including the daily Launch Pad, to keep our advisors and clients well informed. Jamie graduated from Queen’s University with an Honours BA in Economics and Geography in 1997 and started in fixed income the same year working on the Bond Desk at First Marathon Securities, which was later acquired by National Bank Financial. Jamie joined First Associates in 2003, which evolved into Blackmont Capital and then Macquarie Private Wealth. He was appointed Vice President, Fixed Income, in 2005 and became a Chartered Financial Analyst charter holder in 2006. A year later, he was appointed Director of Fixed Income. Jamie’s experience in the bond world makes him well positioned to contribute to the macro strategy of the asset management team. Jamie Price, as a portfolio manager, is the lead manager of the Connected Wealth bond strategies.
Individual Insurance Consultant
Julia Best is an Estate & Insurance Advisor with Richardson Wealth. She began her career in insurance with London Life eight years ago, working primarily with young professionals and families. Since then, she has focused on values-based risk management, helping individuals, families, and businesses make confident financial security decisions – especially those in unique tax scenarios.
Julia is committed to constantly learning and evolving in the field of insurance and financial advice. She is a Chartered Life Underwriter (CLU) and Qualified Associate Financial Planner (QAFP). Julia is also experienced in the family enterprise space, having completing level 1 of the Family Enterprise Advisor (FEA) designation, and regularly facilitating family meetings. Julia and her partner, Mathieu, enjoy spending time in the mountains, cycling, and experiencing Calgary’s diverse dining culture.
* Insurance services offered through Richardson Wealth Insurance Services Limited. Julia Best is a Wealth & Insurance Advisor with Family Wealth Coach Planning Services.