Manager, Wealth Management Offering, CFP, TEP
Brad started his career in the investment industry in 1998 after earning an Economics degree from McMaster University. He joined the Creed Group in 2016 and brings knowledge from Canada’s longest standing Trust Company and one of the world’s largest Investment Management Firms.
He earned the Trust and Estate Practitioner (TEP) Designation in 2015 and has since earned his Certified Financial Planner (CFP) Designation in 2017.
Brad’s oversees the team’s focus on Financial Literacy for our clients and their families, delivering broader wealth management solutions. He works closely with high quality Legal and Tax Advisors to ensure that Family Estate Plans are well constructed to meet our clients’ unique, personal goals. He frequently delivers Financial Literacy Workshops for various businesses, groups and associations across the province.
Born outside Hamilton, Ontario, he moved to North Vancouver in 2006 and spends his time with his wife, daughter and two dogs enjoying the outdoors. He volunteers for the North Shore Girls Fast-pitch Association as a coach and division coordinator.
What is a Certified Financial Planner® professional?
A Certified Financial Planner® professional – recognizable by the CFP® marks after a planner’s name – has achieved and maintains internationally recognized standards of knowledge, skills, abilities and ethics. The CFP designation provides assurance to Canadians that the design of their financial future rests with an appropriately qualified professional who will put clients’ interests ahead of their own.
The CFP designation is recognized internationally for excellence in financial planning. There are approximately 17,000 Certified Financial Planner professionals across Canada, part of an international network of more than 170,000 CFP professionals in 26 territories around the world.
Why is the designation of your financial planner so important?
In most Canadian provinces, there is no legislated standard in place for those who offer financial planning services. With the exception of Quebec, people who call themselves financial planners are not required to obtain any credentials whatsoever.
CFP professionals demonstrate their financial planning competence through extensive education, a rigorous standardized national examination process, comprehensive continuing education requirements and accountability to FPSC for a code of ethics, practice standards, and the rules and regulations of their professional body.
What is a Trust and Estate Practitioner®?
A Trust and Estate Practitioner® professional – recognizable by the TEP® marks after a planner’s name – is a designation that is recognized world wide. The Society of Trust and Estate Practitioners (STEP) is the leading international organization for Trust and Estate professionals including accountants, lawyers, financial planners, insurance advisors and trust professionals.
Why is the designation of your advisor so important?
The TEP formally distinguishes qualified practitioners from non-specialists and demonstrates expertise in the field of trusts and estates. Full Members of STEP (TEPs) are the most experienced and senior practitioners in the field of trusts and estates.
In order to hold and maintain STEP's Trust and Estate Practitioner (TEP) designation, STEP members must maintain ongoing educational requirements and prospective members must pass rigorous training standards.
A key element of STEP's ongoing mandate is to provide a forum for discussion and advancement of practitioner knowledge of relevant tax, accounting, administration, statute and case law.
STEP Canada is also active in making representations of a technical nature to government, policymakers and related professional bodies, with the goal of promoting better understanding of trusts and estates, and improving related law and policy.