Client testimonials

Read on to learn what some of our valued clients have to say about our team.


"Brad has acted as my financial advisor for many years. He is a very knowledgeable and trustworthy individual. He is conservative in his investing approach, which is important to me, and he is results driven. I have recommended Brad's services to my friends and business associates, and would do so for anyone looking to work with a highly competent individual.”

— Ron

"Brad has been an honest and trusted advisor for a number of years. His analysis and thorough understanding of markets and portfolio management skills make him an excellent advisor.”

— Brad

"I worked with Brad after he received his Chartered Accounting designation and was very happy with the quality of his work in the consulting role. Shortly after the engagement he began working as a Financial Advisor. I was in the market for a good Financial Advisor and after reviewing his investing philosophy I moved my portfolio to him. I've been very happy with Brad's approach and results."

— Lochlin

"Brad has provided me with a number of valuable wealth building strategies which have paid off. His integrity and dedication to get the best outcomes for his clients is impressive.”

— Craig

"We have been fortunate to have Brad look after our investments for 12 years and it is a great pleasure to write this recommendation. His honesty and integrity is unquestioned and Brad's focus on his clients is unwavering. He is a trusted advisor who is an asset to anyone with whom he works and I am pleased to provide my highest recommendation.”

— Corey

"Brad has been advising me on financial matters for over 10 years and has been great. He provides concise explanations of options after detailed analysis of financial trends and risks. I recommend Brad.”

— Gary


We welcome you to ask for our references. Please let us know if you would like additional information.