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Brad Bolton

Address
Eighth Avenue Place, East Tower
525 8th Avenue SW - Reception on 10th Floor
Suite 1100
Calgary, AB
T2P 1G1
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Brad Bolton

Investment Advisor │ Portfolio Manager│ Financial Planner

Tel: (403) 261-9573

Fax (403) 261-9520

E-mail: brad.bolton@nbpcd.com

Brad has been at BMO Nesbitt Burns for more than 20 years. He is a Senior Vice President, Managing Director and Chairman’s Council member. Brad’s team manages over $550M for more than 400 clients including professionals, retirees, business owners and institutions. He is an Honors graduate from the Canadian Securities Institute and received an Award of Excellence for having a grade in the top 1% in all of Canada for the Professional Financial Planning (PFP). In addition to his B.Comm from the University of Calgary, Brad has undertaken Master's level studies in Theology.

Brad’s investment philosophy is to grow client’s income year after year while preserving their wealth and purchasing power. As a discretionary portfolio manager, Brad is one of a small percentage of Canadian Financial Advisors considered a fiduciary who has both a legal and regulatory obligation to put client’s interests ahead of his own. Brad holds one of the highest designations conferred by the Canadian Securities Institute: a Certified Investment Manager (CIM).
 
Brad’s client’s benefit from his team having over 125 years of combined investment experience. He knows the value of teamwork, having played UofC varsity basketball while completing his B.Comm. Brad spends many weekends coaching his daughter's community basketball teams and has supported fundraising efforts for several charities including the International Justice Mission of Canada and Calgary’s homeless shelter:  The Mustard Seed. His aging Goldendoodle, Chewbacca, keeps him and his daughters very busy.