From a young age, Bradley Bruce has loved numbers and solving complex mathematical problems. It’s no surprise then that he gravitated towards business and today is a successful financial planner.

“Investment and tax planning are more than a career choice for me, they’re a lifelong passion and a calling,” says Brad.

That interest took Brad to Lakehead University, where he graduated in 2004 with an Honours Bachelor of Commerce degree, majoring in finance and accounting.

Today, Brad is an award-winning investment advisor who helps an impressive portfolio of clients in Northwestern Ontario.

“Working in the investment business allows me to do more than just crunch numbers,” he says. “Every day I get to use my financial smarts for good by helping people to understand what’s happening with their investments and ultimately achieve their life goals.”

He recently moved his talents to National Bank Financial Wealth Management, where he helping clients reach their potential.

Brad attributes his professional is success to more than just his own abilities and a lot of hard work. He recognizes that collaborating with people and organizations who share the same values is a key factor.

“Working with National Bank Financial Wealth Management allows me to put clients first – this is a non-negotiable for me,” he says. “My clients are everything in this business and so important to me. I always put their best interests first. I also get to offer the best resources available in the market. My clients today have access to more technology platforms than any other securities firm, and they benefit from a business culture that feels like a family.”

With an explosion of products in the market (such as mutual funds, exchange-traded funds and alternative investments), having an experienced and knowledgeable advisor who knows how to navigate this fast-changing and increasingly complex landscape is crucial. As is working with someone you can confidently trust with your personal financial future.

“I’ve been really surprised about how much impact I can have on a person’s life,” says Brad. “It’s always very emotional to see clients buy that first house or send their children off to university and know that I’ve been able to help them get there. It doesn’t get much more rewarding than that!”