Brad Hunter
Portfolio Manager, Investment Advisor @Richardson Wealth
Signup · Get unlimited contacts
WORK HISTORY
Portfolio Manager, Investment Advisor @Richardson Wealth
Calgary, AB, CA
Provide discretionary portfolio management which allows clients to delegate specific security selection and trading to me. A written Investment Policy Statement provides investment guidelines and discipline which is custom developed to fit unique personal circumstances.Develop financial plans that explore retirement, taxes, estate and personal goals.
EDUCATION
Alberta Insurance Council
Level II Insurance Agent, Insurance
Canadian Securities Institute
Canadian Investment Manager, Portfolio Management
Chartered Professional Accountants of Canada (CPA Canada)
Chartered Accountant, Accounting
University of Saskatchewan
BComm, Accounting Honours
FP Canada
Certified Financial Planner, Financial Planning
SKILLS
ABOUT BRAD HUNTER
We provide discretionary management to families with consolidated investment portfolios of greater than $1 million.We do two things for families:1) Create a plan that ensures earnings and savings cover lifetime goals and expenses.2) Select and manage investments that provide the return that makes your plan work over your lifetime.We provide confidence in your financial planning, investment, and life-stage planning decisions. As a team, our goal is to provide a personal and customized experience. We are focused on creating and managing solutions for families with million-dollar combined portfolios who want a custom solution that is right for them. We create plans that aren\'t constrained to canned software solutions – they are plans that we personally develop just for you. We actively manage your portfolio on a discretionary basis, trading securities for you, giving you the freedom to do the things you want to do. We execute trade instructions discretionarily, in bulk, across all clients participating in each transaction simultaneously. We select securities using a developed discipline. We own stocks that have financial characteristics that have shown outperformance historically and that money is flowing into. We tend to buy corporate issued fixed income securities with interest rates above government issues and GICs. We use alternative investments to provide greater diversification, consistency and risk reduction. Our clients own securities directly in a customized portfolio. The securities may be similar to other clients we manage, but we take into account unique positions you may want and match security selection to your personal objectives. As a CA I had the privilege of working with many thriving companies. Successful companies have a vision and plan. They know what they want to do and they plan to have the money to do it. Similarly, successful families should have a plan. A dream vacation or early retirement can only happen if you have the resources available when you want to enjoy them. Our planning is based on the returns generated from a quality portfolio but it is also dependent on your commitment to save over time. You need both to make it happen when you want it./COMPLIANCE:2025-96/
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.