Biography

Brad started in the financial services industry in 1998 with CIBC where he acquired a wealth of knowledge and experience in the investment industry. In 2006, Brad ventured out on his own as an independent wealth advisor and has since then committed his life’s work to the creation, careful management, and protection of his clients’ wealth. This independence gives Brad a much broader, deeper and unbiased range of solutions for you, as we confidently plan through the many stages of your life.

Trust is essential in any relationship and Brad holds himself to the highest ethical and professional standards in the industry. He is committed to you, the time needed to get to know you and build that trusting relationship. It’s only by taking the time to get to know each individuals personal situation, he can ensure that you are receiving sound advice in every aspect of your life.

Brad also takes pride in his endless commitment to education that is keeping him on top of the ever-changing financial landscape, allowing him to continue to serve his clients better and to earn the recognition as one of the top professionals in his field. Financial Planning for Business owners and US Citizens living in Canada are just a few of many areas Brad specializes in. He also has a large resource of experts and professionals he can consult with or refer you to. This ensures all your needs are properly and easily taken care of under one roof.

Brad is currently accepting new clients on a case by case basis. If you are a High net worth Individual, Business Owner, Professional or a US citizen living in Canada, you will benefit greatly by working with Brad. Call 604-874-4377 or email brad@financialfootprint.ca for a free consultation today.

Your Proven Path To Success

Brad offers the comprehensive Financial Footprint Process at four different levels, depending on the amount of investments we manage for you. Click on the tier for a summary of the comprehensive services provided

Silver Under $250,000 of investable assets

Gold $250,000+ of investable assets

PLATINUM $1 million+ of investable assets

DIAMOND $5 million+ of investable assets

Designations and Certifications

  • Certified Financial Planner Designation http://www.fpsc.ca
  • Chartered Investment Manager Designation csi.ca
  • Fellowship of The Canadian Securities Institute Designation fcsi.ca
  • Certified Health Insurance Specialist Designation http://iafe.ca/CHS.html.ca
  • Registered Health Underwriter Designation iafe.ca
  • Certificate in Advance Investment Advice csi.ca

Credentials

  • Advanced Investment Strategies
  • Portfolio Management Techniques
  • Wealth Management Essential Course
  • Professional Financial Planning Course
  • The Canadian Securities Course
  • The Technical Analysis Course
  • The Derivatives Fundamentals Course
  • The Options Licensing Course
  • Branch Managers Course
  • Ethics Course, Retail Version
  • WME Financial Planning Supplement The
  • Conduct and Practices Course
  • Branch Managers Course
  • Disability Income Insurance Course
  • Elder Planning Counselor Course
  • Both the Level 1 & 2 Life, Accident & Sickness Insurance
  • Critical Illness, Long-Term Care, and Group Benefits Course

Community Involvement

  • Vancouver Food Bank
  • South Delta Minor Hockey

How We Are Paid

Financial Footprint is a full service wealth management provider. We believe in full disclosure concerning compensation for our hard work, and our goal is to provide the absolute best wealth management experience for you, in a cost efficient and tax effective manner. Our compensation structure is directly aligned with your interests and may be negotiated. Here are a variety of ways we may be compensated:

  • Investment management fee – An annual percentage is agreed upon and charged on the investments we manage for you. This is amount is calculated daily and paid out monthly.
  • Commission – A percentage charged to you or paid for by a fund company in the form of a commission. If you elect to pay an upfront commission (negotiable), that percentage will come directly off the original cost of your investments. Preferably – You may elect to have the fund company pay the commission in exchange for committing your investments to that company for a defined period of time. There is no cost associated to you for this choice as long as the defined time period is met. 
  • Trailers – A percentage of the value of your investments paid from the imbedded fees charged by the fund company. This percentage paid is pre-determined by the fund company and is not negotiable.