Financial Planner, PIB Wealth Management and
Worldsource Financial Management Inc.
In the industry since 2003
With PIB since 2004
Telephone: 1-800-265-6197 Ext 265
Chad brings years of experience in the wealth management industry; he began his career in 2003, and joined PIB Wealth Management in 2004.
With a bachelor’s degree from Lakehead University and diploma in Business Administration Management Studies from Conestoga College, Chad earned the CFP® designation in 2016.
As a member of PIB Wealth Management, Chad is passionate about developing financial plans that are tailored towards meeting clients’ goals and objectives.