As a Vice President, Head of Wealth Planning, Brad leads a team of wealth planners to create comprehensive personal financial plans with our clients. He advises on issues related to financial, tax and estate planning. As part of our Client Service team, Brad guides clients on all aspects of their portfolio in order to help them achieve their financial goals. At Nexus, he is an active contributor to many of our written materials, and serves as Editor of Nexus Notes, our quarterly publication.

Before joining Nexus, Brad was a Director of Wealth Planning at BMO Private Banking where he provided a variety of wealth planning needs for the high net worth clients of the bank. Prior to this, Brad held a variety of financial reporting roles including as the Financial Controller for BMO Private Banking.

Brad has been actively involved in the financial planning industry serving as both a Financial Literacy Volunteer for CPA Canada’s Financial Literacy Community Connect Program and volunteering with FP Canada and assisting in scoring the professional examinations.

Areas of focus:

• Client Service
• Business Development
• Wealth Planning
• Tax & Estate Planning

Designations & Specialties:

• Chartered Professional Accountant, Chartered Accountant (CPA, CA)
• CERTIFIED FINANCIAL PLANNER^® (CFP)
• Chartered Investment Manager^®  (CIM)

Education:

• University of Western Ontario
• University of Toronto