Nationally recognized expertise, with local accessibility
Brad Brain Financial Planning Inc. is located in Fort St. John, B.C. We are committed to helping our clients build multi-generational wealth through a prudent and disciplined approach to wealth creation and preservation. Brad Brain offers insurance products and services through Brad Brain Financial Planning Inc.
Brad offers securities advice to clients in the provinces of BC, Alberta and Saskatchewan. Securities products are provided by Aligned Capital Partners Inc. Click on the “Investments – ACPI” tab for more information.
20 Years as a Registered Financial Planner
Brad received his twenty year certificate as a Registered Financial Planner and member of the Institute of Advanced Financial Planners.
There is no shortage of financial industry designations (Brad has nine). Brad considers the Registered Financial Planner designation to stand the tallest.
MDRT Speaks 2018
On June 26, 2018 Brad Brain reached a career milestone by presenting on the Main Platform at the Million Dollar Round Table to a global audience of 15,000 financial advisors at the Los Angeles Convention Center. Brad shared his ideas on retirement income and estate planning. The presentation was simultaneously translated into Mandarin, Cantonese, Japanese, Bahasa Indonesia, Hindi, Hungarian, Korean, Spanish, Portuguese, and Thai.
Prosperity: Making Smart, Strategic Decisions about Money, by Brad Brain, available now!
Are we a good fit for you?
We work best with people who are serious about their finances, have the resources to work towards their financial objectives, and take a long-term view.
Our standard investment account size is $250,000. We will have some flexibility to waive this under the right circumstances. The right circumstances might be if you have been referred by an existing client, or if we are on track to get to our standard account size in time, or if we have significant common ground with the client, or if there is additional work to be done, such as insurance.
We are not a natural fit for people looking to speculate, who are in dire need of debt counseling, or who are prone to knee-jerk emotional reactions to market events.
Our Corporate Story
0:00 Who we are and what we do – what makes us unique
1:55 Our Client Advocacy Advantage – Take advantage of our multi-disciplinary expertise with full financial planning
2:58 Our Guided Gameplan – For clients with more basic investment needs
3:28 The Bullet-proof vest – protect yourself and your loved ones by ensuring your finances are not vulnerable to catastrophic events
4:46 Our Planned Transition Legacy – Have your money go to the people and charities you want, with a minimum of expense and delay