Brad has built a very successful financial planning practice focused in the Lower Mainland and Okanagan Valley. He has over 25 years of experience as a planner in the banking, insurance, and investment industry.

Brad’s previous role was as an investment manager with Great-West Life for over 15 years. He acted as a liaison between high-potential advisors and their clients, transferring his knowledge as a Certified Financial Planner.  He is passionate about assisting his clients in developing their financial goals and objectives throughout the different phases of retirement which ultimately leads into estate planning and estate conservation.

Brad has been happily married to his wife Deana for 16 years. Together they have three beautiful children, Kaitlyn, Trevor, and Jessica – their names were the inspiration behind KTJ Financial Solutions Ltd.