Dean Bradshaw Email & Phone Number

Calgary, Ab, Ca

Calgary, Ab

As Senior Wealth Advisor and Director of Wealth Management, I’m a passionate financial expert who puts decades of money management experience and investing knowledge to work for my clients. In offering comprehensive wealth management services with a strong emphasis on client service, I specialize in tax minimization, cost efficiencies and family wealth planning. I’m also keen to find and help new clients, so I’m always working on business development through networking and social events. I’m driven to make a difference daily by:- Getting to know new, potential and existing clients on a personal level and treating them like family to help them make wise investing decisions.- Leading a team of like-minded financial experts, utilizing quarterly team-building activities to strengthen our client-focused approachRecommendation:"It is a pleasure to recommend Dean Bradshaw as a dedicated investment professional with excellent supporting administrative staff who are knowledgeable, responsive, available, etc. I have been a client of Dean's for over twenty years (some while being a permanent resident internationally) and I greatly appreciate his input in wealth management. We have annual formal client reviews early in the New Year discussing the results of the past year and the plans for the investment management for the coming year. The reviews are always comprehensive, and the investment returns generated through his oversight help me achieve my financial goals. We do have discussions as required during the year, should any plans made need changing."- Ken, longtime client of Dean's

Calgary, Canada Area

Wealth management strategies were integral to my day-to-day interactions with clients to help them achieve their goals. This included monitoring client investment strategies and suitability of recommendations, expanding my network of planning specialists, and, in this more senior role, a responsibility for larger business planning initiatives. With a passion for developing a talented team of wealth management professionals, I took the next step of moving to Scotia to build one with a focus on high-end client service and a level of expertise that is second to none.

Calgary, Canada Area

From a very early point in my career I took a holistic approach to wealth management, focusing on planning, behavioral investing, tax-efficiency strategies and more. My approach is extremely personalized, devoting significant time and energy to each client in order to understand their financial needs and deliver a high-end service offering.CIBC Wood Gundy bought Merrill Lynch Canada in 2002.

Calgary, Canada Area

I began my career at Midland Walwyn Capital getting to know families, business owners and retirees. As a new advisor I focused on prospecting, making introductions and gathering assets. Frequent phone calls and in person meetings have always been how I connect with clients on a regular basis. Merrill Lynch Canada bought Midland Walwyn Capital in 1998.