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B.Sc
Senior Wealth Advisor
Brad has been in the financial industry since 2000. He specializes in growing and preserving assets for high-net-worth clients, business owners and corporations through custom portfolio design, tax planning and estate planning. Brad is an expert in answering questions you may not know to ask and offering critical and timely support to help you reach your financial goals.
Brad grew up in Brooks, Alberta, before moving to Calgary for university. He enjoys spending time with his three children, travelling and playing hockey and golf.
CFP®
Associate Wealth Advisor
Jeff has more than a decade of experience in financial services in the banking and wealth management sectors. He holds a bachelor’s degree in Management with a double major in Finance and Marketing from the University of Lethbridge. Jeff believes every client is unique when it comes to their finances and takes the time to understand what matters most to them. He delivers the highest level of trust, experience and commitment to every client while creating and monitoring a comprehensive financial plan tailored specifically to you.
Jeff is a CERTIFIED FINANCIAL PLANNER® professional. This certification is the most widely recognized financial planning designation in Canada and worldwide. He has demonstrated the knowledge, skills, experience and ethics to provide holistic financial planning strategies and solutions at the highest level of complexity required in our profession.
Born and raised in Calgary, Jeff enjoys working on his golf game and spending quality time with his wife, daughter and son.
BBA
Associate
Sam is a recent graduate of Mount Royal University with a BBA major in Finance. He is our go-to person for clients, ensuring they have everything they need for their peace of mind. With his drive for customer service, creative problem-solving and a sociable personality, Sam is a key part of the elite service we promise our clients.
Sam has completed his Canadian Securities Course and is currently working towards his registration as an Investment Representative (IR).
As a new graduate and young entrepreneur, Sam is passionate about finance and has an insatiable desire to learn more about the industry. Away from the office, he is an avid hockey fan (both playing and watching) and loves to travel, golf and ski.
BA
Investment Associate
Jill has a passion for financial services and started her career in the industry in 2017. She has a Bachelor of Sociology and a minor in Finance & Economics that she completed at Mount Royal University in Calgary. Jill is the first point of contact for many of our clients and continues to add to her knowledge and skills to provide elite service to everyone we work with.
Jill enjoys camping with her family and friends and simply being outdoors in the summer. She also enjoys finding new places to eat, binge-watching movies and travelling when time permits.
