Brad graduated from Memorial University of Newfoundland with a Bachelor of Arts, majoring in Economics and Business in 1992. He has worked with RBC Wealth Management for over 26 years, during which time he has been a Financial Planner for over 22 years.
He continually builds on his expertise to provide his clients with comprehensive advice based solutions. He works closely with his internal team partners, including RBC Bank, to ensure client's needs can be met. He welcomes the opportunity to work with his client's lawyers and accountants to again ensure a smooth process. In order to keep up to date in the industry, he is required to go through rigorous training and continued education on an ongoing basis.
Brad believes that by understanding the client's needs and values first, he can better assist the client in reaching their goals. Having a deep understanding of these underlying beliefs assists him in putting plans in place that work for the client. He believes that all financial plans and investment strategies start off with a solid foundation of trust. Brad's core focus has always been the client and building strong long term relationships.
Brad lives in Oakville, Ontario. Away from the office, he enjoys a variety of activities golf, skiing, biking, and most importantly spending time with family and friends. He firmly believes that relationships with family, friends, and his clients are his most valuable assets. He is always willing to participate and volunteer his time when asked.
