Our Team

Brad Petryk has been providing investment and wealth management advice to individuals, families, professionals and business owners since joining BMO Nesbitt Burns in 1998.

With a disciplined approach to investing and a strong focus on long-term planning, Brad helps clients make informed financial decisions while navigating changing market conditions and evolving personal circumstances.

Brad holds a Bachelor of Arts in Economics from the University of Alberta and earned his MBA from the Edinburgh School of Business in Edinburgh, Scotland. He is also a Chartered Investment Manager (CIM) and a Fellow of the Canadian Securities Institute (FCSI), one of the highest distinctions available within Canada’s financial services industry.

His areas of focus include:

• Investment Management
• Retirement Planning
• Estate Planning
• Tax-Efficient Strategies
• Corporate Holding Company Planning
• Wealth Transfer Strategies

 

Brad believes successful wealth management begins with understanding each client’s unique goals and developing strategies that evolve with them over time.

Yasmin plays an important role in supporting clients and ensuring the day-to-day administration of the practice is handled efficiently and professionally. Her commitment to responsive service and attention to detail helps create a seamless experience for clients.

Yasmin works closely with Brad to support client communications, account administration and ongoing service needs, helping ensure clients receive timely and personalized assistance whenever needed.