Brad Wallace

Brad began his career in the financial services industry in 1996 soon after graduating from University with a bachelor’s degree in Economics. Most of his career was with Berkshire Securities Inc which eventually partnered with Manulife Securities Incorporated in 2007.  Brad has been in the current location at the Shier building since 1997 when, together with his colleague Robert Quigg, he started a new independent financial services practice in Bracebridge. 

Brad is a Senior Investment Advisor and Assistant Branch Manager in the Bracebridge Branch.   His duties as Senior Investment Advisor includes meeting and listening to clients to get an understanding of their current financial position and their future goals.  Together with clients, plans are developed to take into account short and long term financial goals, insurance needs, and debt management strategies. 

Outside of the office Brad spends most of his time with his son, daughter and wife Leann, a kindergarten teacher at a school near their home.  He enjoys golf, hockey, curling and being involved both on and off the ice with our local minor hockey league.