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With Brad’s 30-plus years of experience, and hand-picked team of dedicated, caring, and passionate wealth experts, Weatherill Wealth is committed to providing confidence, clarity, and peace of mind. Our complementary skill set, small-town work ethic, and entrepreneurial spirit are key to our team’s unwavering standard of care and putting your interests first.
Senior Wealth Advisor
Associate Wealth & Investment Advisor
Associate Wealth Advisor
Associate Advisor
Client Experience Associate
Administrative Assistant
With over 30 years of financial services experience, Brad has established himself as one of Alberta’s leading wealth professionals. His small-town feel and big-city ambition are backed by a relentless work ethic, and he prides himself on always doing what’s best for his clients. As leader of Weatherill Wealth, Brad combines his technical expertise and industry acumen to provide comprehensive wealth management solutions that are focused on tax efficiency, wealth preservation, cost minimization, and service.
Brad is a business administration graduate with a major in administrative management. He has earned the coveted Canadian Investment Manager (CIM) designation, one of the wealth management industry’s most respected accreditations. Brad is also deeply committed to staying on top of trends, tracking the markets, and educating the families and businesses that he helps through his customized Keeping in Touch reports and the client-favourite Friday eNewsletter.
Brad and his wife, Michelle, have two adult children, Chelsey and Dawson. Brad is a past president of the Red Deer Kinsmen Club and remains active in the community with local charities. In his spare time, he enjoys spending time with his family and participating in an assortment of sports on the lake, golf course, ball diamond, and hockey rink.
Sue is a trusted and experienced wealth expert with over 20 years of financial services experience. Weatherill Wealth’s “chief problem solver,” she leverages her vast industry knowledge to provide simplified advice that helps clients meet, and exceed, their short- and long-term goals. Working closely with Brad to ensure the highest level of service, Sue prides herself on her ability to proactively anticipate clients’ needs through the meaningful relationships she has built, and to connect them with Weatherill Wealth’s network of best-in-class professionals for a truly personalized and comprehensive wealth management experience.
Sue started her career in lending, and has since become a fully licensed associate wealth and investment advisor. She has completed a wide number of industry courses, and takes advantage of any opportunity to evolve her skills and keep up to date on the ever-changing world of wealth management. In recognition of how Sue consistently goes above and beyond to make a meaningful difference in the lives of clients, she earned the prestigious RBC Performance Award, presented to a select few RBC team members throughout Canada.
Trent joined Weatherill Wealth in 2017 and, today, as Associate Wealth Advisor, he provides valuable knowledge to assist the team in all areas of the practice. He focuses on building meaningful and long-lasting relationships with the people we help and their families. Trent enjoys working alongside the team to provide greater peace of mind and financial confidence with all-encompassing wealth strategies that are tailored to your unique goals.
Trent earned his Bachelor of Commerce degree with a major in Finance from the University of Alberta. Committed to growing his expertise and providing the highest quality of service, he has earned the Certified Financial Planner (CFP) designation. He harnesses his education and industry credentials to provide high-quality, comprehensive wealth planning to high-net-worth individuals, small business owners, farming families and institutions.
Trent grew up in Red Deer. He stays active in the community while working with a variety of not-for-profit and charitable organizations. Trent, along with his wife, Kathleen, enjoy many different sports in their spare time, with their favourites being volleyball, basketball and skiing.
Nathan began his career at RBC Dominion Securities in 2018 while diligently studying at Red Deer College (now Red Deer Polytechnic). He worked evenings, weekends, and in-between classes to gain experience and put himself through school. Today, as an Associate with Weatherill Wealth, he leverages his valuable knowledge, strong attention to detail and unwavering standard of care to develop comprehensive plans that assist families, professionals, and businesses with the next stages of their wealth management journey. Having learned his role from the ground up, Nathan provides insightful solutions to complex inquiries, leaving no stone unturned as a foundation for your financial future.
With a passion for wealth management and a strong work ethic, Nathan excelled in his educational pursuits. He earned his Bachelor of Business Administration degree with a major in management and minor in finance and economics in 2021. He achieved President’s List honour roll in addition to Dean’s List honour roll. Nathan has deepened his industry knowledge, earning honours on the Canadian Securities Course – the Canadian Securities Institute’s top program.
Nathan grew up in Red Deer, where he comes from a family of business owners with an entrepreneurial spirit. He is active in his community and can be found volunteering his time with various organizations – Red Deer Polytechnic, the Red Deer Hospice Society, and the Sylvan Lake Gulls Foundation, to name a few. Nathan enjoys spending time with his fiancé, Prism, keeping up to date on financial markets, staying active at the gym, and enjoying warm summer evenings at Gull Lake.
Shauna is a dynamic asset to the Weatherill Wealth team, bringing with her, considerable business experience and expertise acquired through the ownership and operation of a successful business. For more than a decade, she and her husband, Blair, owned a specialty store for fine wines, single malt scotch, and craft beer. This is where she gained understanding of the unique needs of clients, and developed a deep passion for the intricacies of the business world. Today, she utilizes her entrepreneurial expertise to provide valuable assistance to the team in numerous ways, from forming meaningful relationships to ensuring a smooth onboarding experience.
Initially educated in the medical field before running their business, Shauna has successfully transitioned her career in a new direction with Weatherill Wealth. She is passionate about wealth management and is a results-oriented professional with a comprehensive understanding of business operations. Her professionalism and attention to detail ensures that all tasks and interactions are handled with the utmost care for clients. She provides exceptional customer service and assists clients in achieving their financial goals.
Shauna grew up in the small town of Veteran, Alberta and has called Red Deer home since 1995. Her and Blair have three adult sons, and are actively involved in community. In her free time, Shauna enjoys reading widely, exploring new and exciting places, and leading an active lifestyle.
With ambitions of a long career in the wealth management industry, Theron graduated from the University of Alberta in 2019, with a Bachelor’s Degree in Commerce.
Theron is an integral part of the Weatherill Wealth team. Within the team, his administrative role focuses on providing the highest level of care, paired with a seamless client experience. Theron has a growing interest in economics and finance. He dives deeper than the surface to uncover the underlying causes of problems, because he truly cares about finding the solution. As an Administrative Assistant, Theron leans on his business mindset, paired with an enthusiastic approach, in all he does. He is eager to learn, and is focused on making meaningful connections with everyone he meets.
Theron enjoys spending time with his girlfriend, Anna, while enjoying sports like skiing and golf in his spare time.
