Menu
Menu
Menu
Together, we bring years of extensive industry experience. It is our passion to help families define their futures and reach their goals. Without question we have seen it all – our experience and knowledge is our greatest resource. We are our best when we help our clients navigate through all of their financial affairs.
B.Comm
Senior Investment Advisor & Senior Portfolio Manager
Brad has been in the wealth management industry since 1998. He is a College of Commerce graduate from the University of Saskatchewan and is a comprehensive financial planner. In 2022, he was named one of the top 50 Advisors in Canada by Wealth Professional Magazine. His experience spanning over 25 years brings incredible value to his clients and his relationships.
Brad is extremely disciplined when it comes to portfolio management and to his approach to investing. He takes pride in educating, advising and continually communicating with his personal and corporate clients. His consistency and competency continue to serve his clients well.
Brad is a native of Swift Current – born and raised. He has been involved in many local organizations and boards, including the Swift Current Chamber of Commerce, the Swift Current Agricultural and Exhibition Association, Downtown Business Association, Sundogs Volleyball, and culturally through the Lyric Theater.
Outside of the office, Brad enjoys many outdoor activities, including time at the Saskatchewan Landing Provincial Park. He is married to his wife, Cindy – and has two grown children – Elliott and Liv. Brad is also a member of one of Swift Current’s premier cover bands – ‘ribrash’
Investment Advisor
Jennifer is an Investment Advisor with Wellington-Altus Private Wealth as well as an Insurance Advisor with Wellington-Altus Insurance. With over 20 years of industry experience, Jennifer brings expertise and experience when collaborating with clients to build a comprehensive financial plan. Jenn enjoys working with families in achieving their life goals and understands that it’s about more than just the money. Prudent financial planning in conjunction with strategic portfolio management can provide peace of mind, freedom, opportunity and happiness for families.
Jennifer grew up in Swift Current and though she spent some time away while working for a Canadian Bank she ultimately returned home to pursue her passion for financial planning. Jenn spends her time away from the office with her kids pursuing their passions – dance and art for Margo and hockey, lacrosse and football for Jake.
Associate
Jeanie Story is the newest member to join the Brad Gross Wealth Advisory Group. Jeanie will enhance the level of service already provided by working alongside the team in all things administrative. Jeanie brings with her a passion for customer service after many years in the agriculture sector.
Jeanie grew up in Stewart Valley and has been married to Cam for 20+ years. Their three adult children, Keegan, Chantal and Tamaira, are out of the house, so they spend as much time as possible with their grandchildren and enjoy camping in the summer and going on a hot holiday in the winter.
B.B.A, CPA
Investment Advisor
Lindsay Thoreson joined Wellington-Altus Private Wealth in the fall of 2022, bringing five years of experience in the accounting and tax industry. She received her Bachelor of Business Administration from the University of Regina (2016) and her Chartered Professional Accountant (CPA) designation in 2020. Most recently, Lindsay completed her Canadian Securities Course (CSC) and is a Registered Representative. She is our block trader and undertakes a number of other important tasks such as ensuring that operations behind the scenes are taking place, helping clients with different tax scenarios, and financial planning for clients. Lindsay plans to continue her studies and aspires to achieve her Chartered Investment Manager (CIM®) designation next.
Lindsay values being involved within her community and sits as Board Treasurer of a local daycare, helps to coach U7 hockey during the fall and winter, and was recently appointed by the Ministry of Advanced Education to sit on the Great Plains College Board of Governors.
Lindsay loves spending time with family and friends; especially at the rink in the winter and golf course in the summer with her husband Kyle and their two children Jack and Lou.
