MISSION STATEMENT As a full financial security planning organization, we want our name to be synonymous with financial independence.

Biography & QualificationsPrior to entering the financial services industry he was in business consulting for 7 years. In 2001 he became a financial security advisor focusing on providing comprehensive financial advice to business owners, professionals and individual investors. Bradley has extensive expertise in taxation, estate planning, portfolio design and advance case work. He has been invited many times to speak to other advisors and groups about his unique client-focused approach. In 2010 he obtained his Registered Health Underwriter designation (RHU). This designation in denotes specialized knowledge in all areas of living benefits and is one of the premier credentials in the insurance industry. Bradley also became a Certified Executor Advisor in 2015. A CEA is an accredited specialist helping Canadian executors navigate though complex tax and estate issues.Brad sits on the board of directors for the O.P.P. Youth Foundation, and supports several local charities.