With a family history in the financial services industry dating back generations, Brad was destined to continue building a legacy by entering the industry in 1987.   Working with two of the largest providers of Financial Services in Canada in his early career he built on a strong foundation earned at one of the top Business Schools in Canada.   He has spent the last 20 years working in the Western Canadian marketplace supporting financial advisors and their clients in the area of Tax and Estate Planning.

Working with over 500 business owners over that time, Brad has developed a perspective and process that allows him to develop creative planning solutions that are targeted at the specific and unique scenarios that each client brings.   A simple goal, a tailored estate distribution plan for each client that is based in the foundationally belief that no Canadian wants to pay more tax or leave their estate matters in a complicated mess for those that are left behind.    “Putting your house in order” and making sure that those that are left behind remember you with a Legacy that reminds them of you in the right light.

Brad is highly educated in the fields of Insurance, Investments, Tax and Legal matters and holds various designations and is a member of the Edmonton Estate Planning Council working with other professionals in the areas of Tax and Estate Planning regularly.     Brad takes a collaborative approach with clients and their other professionals to create a unified planning approach with his clients.

Brad and Denise have successfully raised five children and in their spare time can be found golfing, hiking, or travelling.