Brad Weber joined Nexus in 2019 as part of the Client Service and Wealth Planning teams.
As a Vice President, Client Service & Wealth Planning, Brad creates comprehensive personal financial plans with our clients, and advises on issues related to financial, tax and estate planning. He also provides relationship management for clients helping them to achieve their financial goals.
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:
Tax & Estate Planning
Designations & Specialties:
Chartered Professional Accountant, Chartered Accountant (CPA, CA)