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Latest Blog Posts

So Much to be Thankful For

Filed Under: Events | Special Reports and Newsletters

24 October, 2017

For the second time, we were honoured with Investment Planning Counsel’s Client Experience Award! This award would have not been p... Read More

Navigating Life’s Major Events

Filed Under: Financial Planning

18 October, 2017

Financial planning can help you prepare for life’s major financial events. Creating a financial plan helps you set both short-term... Read More

  • We value Brad’s use of Christian principles along with financial planning tools which have encouraged us to be responsible stewards of what has been entrusted to us.

    – Louise Belfour and Rick Dickenson
  • Brad’s Wealth Management Process allows us to feel much more informed about our financial journey. When we meet with Brad we are able to see the whole picture, allowing for greater insight into the management of our finances.

    – Jan Radke