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B. Comm, CFP, FMA
Chad is passionate about ensuring that the financial future and well-being of his clients is secure. Primarily working with health care professionals, Chad has tailored his practice to meet the unique challenges that physicians, pharmacists, physiotherapists, chiropractors, administrators, researchers, nurses, and other medical professionals face.
Beginning his career in the financial services industry in Saskatoon in 1998, Chad has enjoyed roles as a Product Manager in Vancouver, as a Director of Advisor Development in Edmonton, and now as a Financial Planner with the RTR Advisory Group.
Committed to excellence and education, Chad holds both his Certified Financial Planner (CFP) and Financial Management Advisor (Wealth Management) designations. Chad achieved his Bachelor of Commerce from the University of Saskatchewan where he majored in finance. He has written for financial publications and has taken on the project of writing a financial planning book.
Chad loves music, plays the guitar and engages in a variety of sports and activities. He is married to Rebecca, and is fortunate to be the benefactor of her passion for cooking.
P.S.Ask Chad about his athletic past and appearance on TSN. |
