As Vice President of DJB Wealth Management Inc., Brad is a firm believer in holistic planning, through a seamless integration of accounting, financial planning, investment management, and risk mitigation. By bringing these areas together, Brad and his team are able to clearly define a client’s goals, provide solid financial planning advice all while helping his clients mitigate the risks in their planning.
The focus during Brad’s career has been to work with professionals, business owners, and families to help them achieve their goals while protecting what is important to them. He is a member in good standing with ADVOCIS, FP CANADA, and the Independent Financial Brokers of Canada. Brad holds his CERTIFIED FINANCIAL PLANNER™ certification, Certified Health Insurance Specialist (CHS), and the Chartered Life Underwriter (CLU) designation. The CLU is considered Canada’s premier wealth transfer and estate planning designation.
The cornerstone of Brad’s success has always been to act in the best interest of his clients, while maintaining trust, integrity, and professionalism.
Brad is a lifelong resident of the Niagara Region and is happily married with two adult sons. He enjoys exploring Canada’s great outdoors.