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.
Originally from Saskatchewan, Jenna has lived in Alberta for 17 years calling Cochrane her home. Jenna is a proud member of Gustafson & Associates Wealth Counsel coming from managerial positions with elite accounting firms and financial institutions from North America to Melbourne, Australia. This journey allows her to excel in the areas of office management, team leadership, project management, financial lending, and human resources. These unique abilities ensures that no task falls through the cracks for the client families that we serve. Her deep caring for our clients and all team members that she always manages with a smile is a tremendous asset to Gustafson and Associates.
In her spare time, she loves to read, travel, cook and spending time with her family and dogs!
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.
Alexander is a native Calgarian and graduate from the University of Calgary. He has worked alongside the team for the past year. Having worked in a variety of industries such as sales, legal administration, and now finance he brings a flexible background. While in his last role in government administration he used his knowledge of institutions, digital infrastructure, and innovation to improve the digital records systems. Since joining Gustafson & Associates Alexander has undertaken his studies to complete his Canadian Securities Course and his licensing requirements.
As a dedicated learner, Alexander enjoys spending his time learning new skills in emerging industries such as Artificial Intelligence. He also participates competitively each summer in sports such as Obstacle Course Racing and Parkour.
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.
Estate & Insurance Advisor
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 an Estate and Insurance Advisor and works closely with RWL Investment Advisors to deliver comprehensive insurance planning services to their clients..