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@ipcsecurities.com
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2 phones found area 519
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LinkedIn matched
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Brad Smith is listed as Senior Investment Advisor, Harbourfront Wealth Management at Harbourfront Wealth Management, a company with 108 employees, based in Kitchener, Ontario, Canada. AeroLeads shows a work email signal at ipcsecurities.com, phone signal with area code 519, and a matched LinkedIn profile for Brad Smith.
Brad Smith previously worked as Senior Investment Advisor at Harbourfront Wealth Management and Senior Wealth Advisor at Ipc Securities Corp. Brad Smith holds Business, Political Science from The University Of Western Ontario.
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AeroLeads found 1 current-domain work email signal for Brad Smith. Compare company email patterns before reaching out.
Brad is passionate about helping Advice First client families connect their money with their purpose. He has brought together a team of professionals who share common values and collaborate to help their client families thrive across the generations. Brad started out as a sole proprietor in the wealth management industry in 1998, soon earning awards of recognition for his efforts. After ten years, he realized he did not want to have his epitaph read Here lies Brad, who made his clients a great return on investment (ROI)—he saw the importance of taking clients deeper in their planning process. By putting clients’ stories, values and philosophies before their numbers, Brad was able to help them uncover their family values and connect their resources to those values and their goals. This new way of thinking helps clients maximize their return on life (ROL). This focus led Brad to new heights as a life-centered planner. In 2010, he was named in the Top 5 Wealth Builder category by Investment Planning Counsel. In 2018, Kingdom Advisors Canada awarded Brad the coveted Advisor with Purpose award. For 2018 and 2019, IPC awarded his team with the top Value of Advice award in recognition of superior financial planning. Brad is also a Certified Kingdom Advisor (CKA).Brad and his wife, Laurie, live in Waterloo and have three adult children. They are active in their church, as well as other non-profit organizations. Brad enjoys the outdoors and grilling on his Traeger smoker. He is an avid follower of everything football.
Listed skills include Wealth Management, Financial Planning, Retirement Planning, Wealth, and 32 others.
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Greater Kitchener-Cambridge-Waterloo Metropolitan Area
Many of the families who work with Brad say that that they are relieved to find a financial advisor who understands that measuring financial success is not necessarily a percentage of return on their money (ROI).Rather, it is about utilizing their assets wisely to create a life that satisfies their goals, dreams, and values. It could be leaving a legacy to.
Brad Smith has worked diligently as an Advisor for over 16 years, becoming a Qualified Kingdom Advisor in 2008. This allows him to incorporate transcendent principles into the advice he provides his clients. Brad has shared his knowledge and expertise on his radio show, Your Life Well Invested, and has been asked to speak at numerous conference across.
Other employees you can reach at harbourfrontwealth.com. View company contacts for 108 employees →
Ryan Brink, Cfp Rrc
Colleague at Harbourfront Wealth ManagementWilliams Lake, British Columbia, Canada, Canada
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Adrian Chapman
Colleague at Harbourfront Wealth ManagementFort Frances, Ontario, Canada, Canada
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Minji Kim
Colleague at Harbourfront Wealth ManagementBurnaby, British Columbia, Canada, Canada
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Fernanda Amaral
Colleague at Harbourfront Wealth ManagementCanada, Canada
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Chris Michel, B.Comm, Cpa, Ca, Cfp, Rrc
Colleague at Harbourfront Wealth ManagementWeyburn, Saskatchewan, Canada, Canada
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Tracey Lundell, Ba, Cim ®
Colleague at Harbourfront Wealth ManagementGreater Vancouver Metropolitan Area, Canada
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Geoff Pilgrim
Colleague at Harbourfront Wealth ManagementBurlington, Ontario, Canada, Canada
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MJ
Mustapha Jumare
Colleague at Harbourfront Wealth ManagementGreater Vancouver Metropolitan Area, Canada
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Hayden Bissoondatt, Cfp
Colleague at Harbourfront Wealth ManagementGreater Vancouver Metropolitan Area, Canada
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TA
Tim Ansley
Colleague at Harbourfront Wealth ManagementGreater Vancouver Metropolitan Area, Canada
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Quick answers generated from the profile data available on this page.
Brad Smith works for Harbourfront Wealth Management.
Brad Smith is listed as Senior Investment Advisor, Harbourfront Wealth Management at Harbourfront Wealth Management.
AeroLeads has found 1 work email signal at @ipcsecurities.com for Brad Smith at Harbourfront Wealth Management.
AeroLeads has found 2 phone signal(s) with area code 519 for Brad Smith at Harbourfront Wealth Management.
Brad Smith is based in Kitchener, Ontario, Canada while working with Harbourfront Wealth Management.
Brad Smith has worked for Harbourfront Wealth Management and Ipc Securities Corp.
Brad Smith's colleagues at Harbourfront Wealth Management include Ryan Brink, Cfp Rrc, Adrian Chapman, Minji Kim, Fernanda Amaral, and Chris Michel, B.Comm, Cpa, Ca, Cfp, Rrc.
You can use AeroLeads to view verified contact signals for Brad Smith at Harbourfront Wealth Management, including work email, phone, and LinkedIn data when available.
Brad Smith holds Business, Political Science from The University Of Western Ontario.
Brad Smith is listed with skills including Wealth Management, Financial Planning, Retirement Planning, Wealth, Investment Advisory, Investments, Risk Management, and Investment Strategies.
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