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.
BA
Investment Associate
Jill is passionate about financial services and began her career in the industry in 2017. She holds a Bachelor of Sociology with a minor in Finance and Economics from Mount Royal University in Calgary. As one of the first points of contact for many clients, Jill is dedicated to delivering exceptional service and continually expanding her knowledge and skill set to support the individuals and families she works with. Jill has completed her Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), and is IR licensed.
Outside of the office, Jill enjoys spending quality time with her family, camping with friends, and making the most of Calgary’s summer outdoors. She also loves discovering new restaurants and travelling whenever she can.
MBA
Associate
Mitch brings a strong foundation in financial services and a passion for helping clients achieve their goals. A former professional hockey player in the United Kingdom, Mitch spent three seasons with the Coventry Blaze in the EIHL while earning his MBA from Coventry University. Before moving overseas, he completed a Bachelor of Economics at the University of Calgary, where he also played for the varsity men’s hockey team. Driven by an interest in wealth management, Mitch successfully completed the Canadian Securities Course and Wealth Management Essentials Course. He is committed to building meaningful relationships by understanding what matters most to clients. Outside of work, Mitch enjoys coaching youth hockey, golfing, travelling, staying active outdoors, and spending quality time with family and friends—reflecting his balanced client-focused approach to life and finance.
Business Development Associate
Ethan grew up in Winnipeg and relocated to Calgary after graduating from the University of Manitoba’s I.H. Asper School of Business in 2023. He began his career in financial services in the insurance industry for a handful of years and now serves as one of our associates, supporting client experience, marketing and business development initiatives. He completed his LLQP and CSC exams and continues to build his expertise as he grows in the industry. Outside of work, he comes from a competitive athletic background, having played junior hockey in Manitoba, and he still enjoys hockey, golf, and running.