Brad is a founder of Financial Footprint, a top awarded wealth advisory firm in Canada. Brad believes trust is not given but earned, and an essential foundation of any working relationship. Since starting in the industry in 1998, Brad continues to hold himself to the highest ethical and professional standards in the industry. He has over 20yrs of industry experience and education (including his 4th market crash), so you know your financial needs are in the right experienced hands. Brad specializes in business owners and High Net Worth individuals across Canada and abroad. Brad is currently taking on new clients by referral only.
Credentials
Current Community Involvement
- Give a Damn Vancouver
- Vancouver Food Bank
- Vancouver Thunderbirds Hockey
- Jericho Baseball
Testimonials
- “Solid as a rock, Brad listens to your needs, makes appropriate recommendations, is efficient, knowledgeable and basically a really nice, honest guy. What more could you want from your FP” – KG
- “Brad is honest and always up to date with what is current in the financial market. I appreciate his honesty and always feel like I can trust him with my money” – CB
- “Brad has given us exceptional professional advice from the beginning and we would highly recommend him” – B.K.
- “To be honest I should have went to Brad years ago, I kept my investments with the banks where I was just an account number. Brad knows his clients and works closely with them to achieve their financial goals” – TW
- “I enjoy Brad’s calm and sensible manner, his patient advice, and ability to speak plain English when discussing investments and financial matters. Since working with Brad he has met and surpassed my expectations of working with financial advisors” – KG
- “I have never felt so confident about my financial future, thanks Brad”! – MG
- “We need to be able to trust someone implicitly in order to protect and grow our investments. We are very happy with everything Brad has done for us over the years and would highly recommend him” – Tiffany G
- “Always easy to reach for simple questions with a knowledgeable answer in commonly used terms. Up to date with the latest industry news and well explained. Amazing office staff and a pleasure working with, never a worry” – Mac.
- “Extremely satisfied with Brad. I trust him implicitly with my finances, and know he will do the best he can to make sure that my investments grow” – SM
- “Brad goes above and beyond each and every time I deal with him. It’s apparent that he genuinely cares and when he’s looking after my financial future that’s important!” – KH
- “I believe we have been with Brad for 14 years. We appreciate his expertise” – S&F MacPherson
- “Brad is informed and demonstrates his care for me as a client. He is timely in his responses and patient with questions” – Rob C
Industry-Related-Education
- 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
- Ethics Course
- WME Financial Planning Supplement
- The Conduct and Practices Course
- Branch Managers Course
- Elder Planning Counselor Course
- Disability Income Insurance Course
- Level 1 & 2 Life, Accident & Sickness Insurance
- Critical Illness, Long-Term Care, and Group Benefits Course
