Brad has over 25 years experience in managing money with Richardson Wealth and RBC Dominion Securities. His prior experience as a Chartered Accountant with PricewaterhouseCoopers provides him with insights into understanding businesses, financial products and taxation issues.

He has earned a Portfolio Manager designation from the industry, allowing discretionary management of portfolios. A strong investment discipline must be demonstrated, rigorous industry education and a high level of client trust are all required to earn and uphold this title.

Brad is a fellow of the Canadian Securities Institute, holding its Chartered Investment Manager designation and has completed its Options Course. He also has completed Level 1 of the American Chartered Financial Analyst program.

As a Certified Financial Planner, Brad is able to build some of the most comprehensive financial plans for his clients. As a level 2 Insurance representative, Brad has access to many of the estate planning solutions uncovered, and can independently obtain services from most larger Canadian insurance companies.

Raising five children with his wife, Brad has a great understanding of the caring, dedication and effort it takes to make a family prosper. He understands how finances can align a family's vision to successfully achieve goals. Born and raised in Saskatchewan, Brad worked for his family in the bowling business. Brad was awarded High Honours and Great Distinction on his Bachelor of Commerce degree from the University of Saskatchewan.

Rita has a strong understanding of the financial services industry with 28 combined years experience at Richardson Wealth, RBC Dominion Securities and a Credit Union.

Rita has been working closely with Brad for more than 15 years providing a warm and genuine client experience. Rita maintains ongoing contact with clients to ensure all financial and personal information is accurate for customized wealth plans.

Highly qualified, Rita has comprehensive knowledge of financial matters and can execute client trading requirements. She is responsible for organizing and ensuring that we deliver a customized service plan and an exceptional experience to each client.

Chris is a graduate of Mount Royal University where he attained his Bachelor of Applied Finance, specializing in financial services from the Bissett School of Business. In addition, he has received the Associate Professional Risk Manager (APRM) qualification offered by the PRMIA organization in the USA and is promoted as the industry standard for professionals working in the risk services industry. He received his financial planning designation in 2016 and is currently pursuing his Portfolio Manager designation.

Chris develops client financial plans, performance reporting, marketing, research, and business development for the team. He is responsible for managing financial data and to compile, analyze, and report data. Chris helps ensure the team is accountable for their management of client accounts through meaningful and understandable communication and reports to clients.

Gabrielle studied Business Administration & Management, graduating from SAIT in 2006. She started her financial career at RBC working 8 years combined in personal and commercial banking. Subsequently, Gabrielle has spent the past 10 years as an Associate Wealth Advisor with RBC Dominion Securities where she initially worked for Brad and his team. She has extensive knowledge in all areas and prides herself in maintaining excellent client relationships.

Working alongside Rita, Gabrielle is responsible for coordinating all client administrative needs, providing portfolio management support and delivering superior client services.