Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
Bradley is a dream of a financial advisor! I was previously with Sun Life Financial, but after earning less than inflation on my RRSP portfolio over the last 3 years, I decided to seek Bradley out based on a personal recommendation. During our initial meeting, we mapped out an investment plan based on my life goals and Bradley demonstrated a thorough understanding of the market as well as great insight into the areas of potential growth. I came out of our meeting feeling completely at ease with my decision to become one of his clients and have never looked back since. Bradley has maintained this excellent level of customer service throughout all our interactions and I will not hesitate to recommend him to anyone looking for a financial advisor that just goes above and beyond!
Brad has been a wealth of knowledge for me and my partner (pun intended). Recently he guided us through Life and Disability coverage: a topic that is both nuanced and sensitive. His advice left us both feeling confident in the choices we made. Brad has also been invaluable in educating us on mortgage options and tax implications as we look to purchasing our first home. Always well-considered advice and a great guy. Definitely would recommend.
Brad's skill at finding the right investment idea at the right time is uncanny! I have been in the Financial Services industry for decades and rarely have I seen such market understanding and investment results that Brad has provided to his clients. He may be soft spoken in his approach, but his results are loud and strong. Brad is a great listener, this allows him to formulate a personalized program for each client. His sharp intellect and keen eye for detail allow him to flawlessly execute on those plans he creates. With a high degree of integrity he puts his client’s needs first, at every juncture in the financial planning process. His methods produce fantastic outcomes for those who a lucky enough to work with Brad and his team. I would not hesitate to recommend Brad as someone to entrust with your financial future.