MBA, Edinburgh School of Business, Edinburgh, UK
Customized Private Client Portfolios
Retirement and Financial Planning
Estate Planning and Trust Investment Management
Corporate and Personal Holding Company Investment Strategies
Ideas that count
The Brad Petryk Team is a dedicated group of professionals within BMO Nesbitt Burns. We utilize a wealth of resources to work with you and your family in meeting your financial and personal goals. We believe in a total approach to wealth management, with all of your financial needs met in one place.
We specialize in working with successful professionals, executives, entrepreneurs and their families. Where appropriate outside professionals compliment our services.
We believe we can significantly enhance our clients overall long-term financial success with personal attention, proper planning, and ongoing counsel from our qualified and dedicated team.
Brad Petryk has a B.A. (Econ)., from the University of Alberta, and has completed his MBA, at the Edinburgh School of Business, Edinburgh, UK. He has exceeded all industry educational requirements as a Senior Wealth Advisor & Financial Planner. He has completed the Canadian Securities Course, Canadian Options Course Insurance Level 1 and 2, Personal Financial Planning (PFP), and completed the Registered Representative Manual Exam (RR).
He is designated as a Chartered Investment Manager (CIM) and holds the highest honour in the securities industry as a Fellowship of the Canadian Securities Institute (FCSI).
Alberta Tax Changes Highlights