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.
PIB Wealth Management
49 Industrial Drive
Elmira ON N3B 3B1