Ask The Expert

What is the price of parenthood?

“I’ve never had a client ask how much raising a child would cost,” says Brad Brain, president of Brad Brain Financial Planning Inc. in Fort St. John, B.C.  Investment Executive Article

Also posted in Education Funding |

Are tougher RESP dealer rules needed

But Brain questions whether SRO oversight of SPDs would in fact benefit investors: “If we still have virtually untrained people selling crappy products, [will that] actually make a difference?” From Investment Executive, March 2020 Are tougher RESP dealer rules needed_ _ Investment Executive

Sentiment split on new degree requirement for financial planners

Brad Brain, a CFP at Brad Brain Financial Planning Inc. in Fort St. John, B.C. who also holds an undergraduate degree in economics from the University of Victoria, says the change will be ineffective because it ignores the need for regulation on who can call themselves a financial planner. From The Globe and Mail, October…

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Lessons from a Former Regulator

Up-to-date knowledge of and adherence to regional regulatory systems is vital to ensure your practice’s ethical standards are never put into question. As appeared in Insurance News Net, and American magazine, based on a presentation Brad did at the MDRT Global Conference in Sydney, Australia 5-minute Finance_ Lessons From A Former Regulator – AdvisorNews 2

Advisors React to the Federal Election

Brad Brain, a portfolio manager with Aligned Capital Partners Inc. in resource-rich Fort St. John, B.C., said the sense of alienation in Western Canada “is something that should not be underestimated right now.” From Advisor’s Edge magazine, October 2019 Advisors react to the federal election _ Advisor’s Edge

A message from Canada to UK advisers: don’t get complacent

In 2016, I initiated a complete overhaul of my already successful financial planning practice. As expected, it was incredibly disruptive and very expensive. I knew it would be a hard road, but I was wrong. It was so much worse. April 2019, from CityWire, a financial advisor magazine based in London, UK.

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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