Cross Border Financial Planner
Brad is a Cross Border Financial Planner at MCA Cross Border Advisors Inc.
With over ten years of experience in the Financial Services industry, Brad uses a disciplined approach to assist his clients in achieving their financial goals. Brad prepares, presents and implements comprehensive financial plans focused on retirement, investment and estate planning for clients who need solutions to their cross border challenges. One of Brad’s greatest strengths is his ability to understand and speak to unique client needs through an in-depth discovery process that gets to the heart of his client’s concerns. He is also proactive, flexible and fosters positive and meaningful client relationships.
Before joining MCA Cross Border Advisors, Brad worked as a Senior Financial Planner for Scotiabank where developed financial plans for high-net-worth individuals with complex needs.
- Diploma in Financial and Planning Services, Mohawk College 2013
CERTIFICATIONS & MEMBERSHIPS
- Certified Financial Planner® (Canada)
- Mutual Funds License (M.F.D.A)
CROSS BORDER PROFESSIONALS
Client Services & Administration Specialist