Brad graduated from the University of Calgary with a Bachelor of Commerce degree. Brad then articled with a national accounting firm where he obtained his Chartered Accountant designation and gained experience in auditing, accountaing and taxation. After a number of years working in the oil and gas industry Brad then entered the Financial Services industry and soon thereafter achieved the designation of Certified Financial Planner (CFP).
Prior to joining RBC Dominion Securities, Brad worked with various national wealth managment firms as an Investment Advisor and Financial Planner. His experience includes providing financial planning serivces to high-net-worth clients, and assisting with their taxation, investment, retirement planning and estate planning needs. He brings extensive knowledge and experties to our team as a Financial Planning Specialist.