Brad Coutts, is our Financial Planning Specialist
Brad is a Chartered Accountant (CA) and has completed all 3 levels of the Canadian Institute of Chartered Accountants (CICA) In-Depth Tax Course. He has a Bachelor of Commerce (majoring in Finance and Accounting) from the University of British Columbia and is looking forward to pursuing his Certified Financial Planner (CFP) designation.
Brad's analysis will provide specific recommendations focused on your cash flow, tax strategies, investments, retirement, insurance or estate planning. This personalized report should serve as a roadmap to help you make financial decisions in the future.
To schedule a meeting with Brad, please contact Mark.