Chad has a Bachelor of Commerce degree with Distinction in Accounting from the University of Saskatchewan. He has attained the professional designations of Certified Financial Planner™ (CFP®), Certified Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI), in addition to holding his Level 2 Life Insurance license. With over 25 years of experience, that included a focus on tax and financial planning early in his career, Chad’s primary role today is structuring tax-efficient portfolios for affluent families.
Chad has been an active member of the Saskatoon Estate Planning Council since 2006 and currently sits as a member at large on the board. He also served on the advisory board for the Raymond James Canada Foundation from 2011 to 2017.
Chad was raised in Melfort, Saskatchewan. He and his wife, Karly, have two children -- a son, Ayden, and a daughter, Camille, who attend high school at École Canadienne-Française - Pavillon Gustave-Dubois.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
Raymond James is not affiliated with the above organizations and/or charitable causes.
“Knowledge, integrity, and hard work...these are required to remain at the forefront of the profession as a successful investment advisor.”