Address525 8 Ave SW
Calgary, AB T2P 1G1
My BackgroundBrad is a member of the Chairman’s Council, awarded to the top advisors at the firm. He holds the highest designations conferred by the Canadian Securities Institute – Certified Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI). Additionally, Brad has successfully completed the Canadian Options Course and is insurance licensed. His role on the team includes formulating overall investment and portfolio strategy.
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