Brad Walsh

Qualifications:

Chartered Financial Analyst (CFA)®
Masters Business Administration (MBA)
 

Business Focus:

Investment Advice, Financial Planning and Investment Governance

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As an investor, are you confused and concerned about:.

• What does retiring in a higher interest rate and inflationary environment look like; what risks do these pose?

• What CRA is up to and how you may keep your returns away from them without risking fines or worse?

• What the various products in the markets are all about and how you may navigate around those that involve unwarranted risks or costs? And,

• Despite all of the above and more, being able to meet your financial goals for yourself and your loved ones?

 

Leave your concerns to us:

Let us be your investment advisors and financial planners. Our philosophy is simple – know and apply what are proven to work well for successful investors. To do this, we draw on:

• Our continuous training & experiences as Chartered Financial Analysts

• Brad's 30-year history and experiences as a financial professional

• Brad's prior 9-year history and experiences as a pension and investment governance consultant

• The renowned research and money managers available at BMO Nesbitt Burns, and

• Professional journals and other authoritative information sources we regularly access.

 

As our client, we would engage you in a process that involves:

• Understanding your goals and situation;

• Developing a plan that can realistically meet your goals within your risk constraints;

• Implementing your plan optimally; and,

• Regularly monitoring and adjusting as appropriate.

 

As your advisors, we take it to heart that you are entrusting us with your hard-earned money, because you trust our character and competence.
We will endeavour to uphold this trust and always apply our best efforts to remain deserving of this privilege.

 

References will be provided upon request.