We are happy to announce Brad Weber as the newest member of the Nexus team. As Vice President Client Services & Financial Planning, Brad will work with clients to create comprehensive personal financial plans and advise on issues related to financial, tax and estate planning.
Brad joins us from BMO Private Wealth where he was a Director of Wealth Planning and prior to that, with BMO Private Bank as Senior Manager of Reporting. He is a CPA, CA (Deloitte), a Certified Financial Planner and has completed a Masters of Management and Professional Accounting from University of Toronto’s Rotman Business School.
Away from the office, Brad and his wife Kim have a love for travelling – and have been to over 20 countries as well as many road trips throughout Canada. When spending time at home, Brad enjoys reading, cooking, and even dabbles in creative writing.
The next time you are in the office or attend one of our luncheons, please take a moment and say hello to Brad. Also, if you know of someone who could benefit from Nexus’s approach of integrating financial planning and investment management, please don’t hesitate to contact us.
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