As Vice President of DJB Wealth Management Inc., Brad is a firm believer in holistic planning, through a seamless integration of accounting, financial planning, and investment management. By bringing these three areas together, Brad and his team are able to clearly define a client’s goals, provide solid financial planning while staying focused on growing customized portfolios for each client’s unique situation.
Brad has spent the last 24 years working with professionals, business owners, charities and foundations, helping them identify and mitigate the risks in their financial and business plans, while helping his clients achieve their financial goals. He is a member in good standing of ADVOCIS and FP CANADA. Brad holds his CERTIFIED FINANCIAL PLANNER™ certification, Certified Health Insurance Specialist (CHS) and the Chartered Life Underwriter (CLU) designation. The CLU is considered to be 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 and is a firm believer in building our community through involvement.