Brad is not only friendly and caring in his approach, but he delivers complicated information in a clear and concise way. It was evident that he met us where we were at, each with our own level of financial knowledge, and relayed details in a way that made sense. He also spends the time and energy to make sure that he is getting us the very best, whether it relates to life insurance, RRSP’s or other investments. Brad went above and beyond for us and we are so grateful for the personal touch. I wouldn’t hesitate to recommend him.