Ask The Expert

Clients Seek Growth with a Dose of Reassurance

Originally published in The Insurance & Investment Journal, February 2010. By Al Emid, featuring Brad Brain

Planning For The Worst

Originally published in The National Post Business Magazine, March 2003. By Pam Withers, featuring Brad Brain. View the images below, or the downloadable PDF.

Couple’s Legacy is Their Grandsons’ Education

This article originally appeared in Investment Executive, December 2008.By Catherine Harris, Featuring Brad Brain “Financial Checkup” is an ongoing series that discusses financial planning options. In this issue, Investment Executive speaks to Brad Brain, certified financial planner and registered financial planner with Manulife Securities Incorporated in Fort St. John, B.C., and Warren Baldwin, CFP, RFP…

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Reorganizing Investments and Taxes to Achieve Goals

This article originally appeared in Investment Executive, December 2008.By Catherine Harris, Featuring Brad Brain The Scenario The clients, Bill and Carol, are a couple living in suburban Vancouver. Both are 55 years old and have two fully employed children in their late 20s. The couple have never borrowed except for real estate; they are frugal…

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