As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Tyler assists individuals and business owners in developing viable financial solutions that address both their immediate needs and their long term goals.
He aims to have long-term relationships with his clients. This starts with the creation of a written comprehensive financial plan based on proven financial principles.
The plan is then implemented and monitored through regular meetings and ongoing communication with clients. The guiding principle is the client’s needs and best interests always come first, and there are no exceptions. This strengthens the relationship by building trust.
Whether it’s developing a plan to ensure you and your family will have the wealth necessary to support you throughout your “golden years” or creating solutions to ensure that your business will provide the level of financial security and retirement that you desire, Tyler will act proactively on your behalf.
Tyler Bradford is a Certified Financial Planner (CFP) and also holds designations as a Trust and Estate Practitioner (TEP), Elder Planning Counselor (EPC) and Certified Executor Advisor (CEA).
Mutual Funds Provided Through FundEX Investments Inc.
Every client has a unique situation that requires close attention. Wealth management is not a one-size fits all.
Dan is a firm believer in actively assisting clients by listening responsively to their needs and recognizing their financial goals while identifying their concerns. He strives to fully understand what each client wants to accomplish. Dan is passionate about helping clients get to where they want to be financially.
Dan began his career in the financial services industry in early 2014 after graduating with a Honours BA in Political Science/Economics from the University of Toronto. He continues to gain knowledge through pursuing various designations.