Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa

Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa Email and Phone Number

Vice President, Head of Wealth Planning @ Nexus Investment Management
toronto, ontario, canada
Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa's Location
Toronto, Ontario, Canada, Canada
Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa's Contact Details

Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa work email

Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa personal email

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About Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa

As Vice President Client Services & Wealth Planning for Nexus Investment Management, I work with a dedicated team that offers tailored financial counselling and investment management directly to private clients, foundations and endowments. I focus on creating comprehensive personal financial plans with our clients, and advise on issues related to financial, tax and estate planning. Before joining Nexus, I worked with BMO Private Wealth as Director of Wealth Planning and prior to that, with BMO Private Bank as Senior Manager of Reporting. I hold the Chartered Professional Accountant and Certified Financial Planner and graduated with a Master of Management and Professional Accounting degree from the University of Toronto’s Rotman Business School.

Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa's Current Company Details
Nexus Investment Management

Nexus Investment Management

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Vice President, Head of Wealth Planning
toronto, ontario, canada
Employees:
19
Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa Work Experience Details
  • Nexus Investment Management
    Vice President, Head Of Wealth Planning
    Nexus Investment Management Aug 2019 - Present
    Toronto, Canada Area
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  • Bmo Private Banking
    Director, Wealth Planning
    Bmo Private Banking Jan 2011 - Jul 2019
    Toronto, Canada Area
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  • Bmo Financial Group - Bmo Private Banking
    Senior Manager Of Reporting
    Bmo Financial Group - Bmo Private Banking Aug 2004 - Dec 2010
    Toronto, Canada Area
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  • Nortel Networks
    Senior Financial Analyst, Corporate Consolidations
    Nortel Networks Mar 2003 - Aug 2004
    Toronto, Canada Area
    View
  • Deloitte & Touche Llp (Previously Arthur Andersen Llp)
    Senior Auditor
    Deloitte & Touche Llp (Previously Arthur Andersen Llp) Sep 2000 - Mar 2003
    Toronto, Canada Area
    View

Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa Skills

Wealth Planning Financial Accounting Strategic Planning Business Development Cash Flow Analysis Estate Planning Certified Financial Planner Personal Financial Planning Financial Projection Personal Tax Planning Tax Planning Trust And Estate Planning High Net Worth Succession Planning Retirement Planning Wealth Advisory Services Private Banking Philanthropic Advice Investment Management Financial Planners Wills Strategic Financial Planning Financial Planning Auditing Financial Reporting Financial Services Finance Mutual Funds Financial Analysis Investment Strategies Wealth Management Banking Corporate Finance Internal Controls Financial Modeling Risk Management Portfolio Management Relationship Management Sarbanes Oxley Act

Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa Education Details

Frequently Asked Questions about Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa

What company does Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa work for?

Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa works for Nexus Investment Management

What is Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa's role at the current company?

Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa's current role is Vice President, Head of Wealth Planning.

What is Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa's email address?

Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa's email address is br****@****bmo.com

What schools did Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa attend?

Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa attended University Of Toronto - Rotman School Of Management, Western University.

What are some of Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa's interests?

Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa has interest in Writing, Travel.

What skills is Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa known for?

Brad Weber, Cpa, Ca, Cfp®,Cim®, Mmpa has skills like Wealth Planning, Financial Accounting, Strategic Planning, Business Development, Cash Flow Analysis, Estate Planning, Certified Financial Planner, Personal Financial Planning, Financial Projection, Personal Tax Planning, Tax Planning, Trust And Estate Planning.

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