Brad joined von Stackelberg Agency in 2002. He brings to the table strong academic credentials such as a bachelor’s degree from University of Manitoba (BA), Certified Financial Planner (CFP®) and Elder Planning Consultant (EPC). Brad prides himself in knowing the time value of money, the role of risk tolerance in client decisions, legal principles of insurance, types of insurance, taxation issues, retirement planning, estate planning and portfolio management. Insurance products available through Von Stackelberg Insurance Agency and Financial Services Limited.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.