With a passion for helping clients achieve their financial goals, Brad brings a wealth of experience and a personalized approach to IG Wealth Management. Since 2004, Brad has built a reputation for delivering tailored financial strategies that align with each client's unique needs and aspirations.

Brad holds Bachelors and Masters degrees in Agricultural Economics from UBC, and is a CERTIFIED FINANCIAL PLANNER. Known for his dedication and integrity, Brad takes pride in fostering long-term relationships with clients, guiding them through every stage of their financial journey.

Outside of work, Brad enjoys racing triathlons, cycling, skiing, and outrigger paddling, which brings a well-rounded perspective to his professional life. As a proactive and empathetic advisor, Brad is committed to making a positive impact on the lives of clients and the community. He believes financial planning is like long-term competitions, requiring navigation through the bumps and turns of life, to achieve your financial goals.

Brad has previously acted as one of the directors for Ironman Canada, and for events with the Penticton Triathlon Club.

In a world where you can be anything, be kind.

Request an appointment