Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Wealth Advisor

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Born and raised in Thunder Bay, Brad attended Lakehead University and graduated with first class standing in 2004, receiving an Honours Bachelor of Commerce (HBcomm), double majoring in Finance and Accounting.  He went on to achieve his Personal Financial Planning (PFP) designation in 2008 and most recently completed the Canadian Securities Course in 2019.

Brad began his career in financial services with RBC in 2006 and was quickly promoted to the position of Financial Planner-Investment and Retirement Planning (FP-IRP).  Over his 13 years at RBC Brad was achieved numerous awards and recognition for continued top performance, culminating in being aware the “Chairman’s round table” award, which is given to the top 1% of Financial Planners-Investment and Retirement Planning at RBC.  Brad has always put the needs and financial well-being of his clients first and he wanted to make sure he chose an employer who did the same.  So in 2019 he made the decision to move his practice to National Bank Financial Wealth Management.  The culture, teamwork, access to planning tools and products, a supporting team of dedicated experts, and the mission statement of making a “positive impact” in the lives of clients, were all the qualities that told Brad that National was the right fit.

Brad enjoys giving back to the community having worked with many organizations including the United Way, Thunder Bay Regional Health Sciences Foundation, and the kinsmen.  He is always looking forward to helping Thunder Bay grow, prosper and achieve its full potential.

Since arriving at National, Brad has continued to be recognized for his hard work and dedication to clients, most recently being awarded the 2020 “Rising Star of the Year, Prairies and Atlantic.”  He continues to work hard to make a difference and have a positive impact in the lives of his clients.  He looks forward to working with his existing and new clients for years to come.

Christie Jaggard

 Associate

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Christie is an Associate at National Bank who specializes in superior client care. She started in the banking industry in 2002 and has been working as Brad Bruce’s associate since 2013.

She has won multiple awards for Associate of the Year over the years and her love of her job shows every day in the work that she does.

Christie lives in the country with her husband and 2 sons. They enjoy an avid outdoors life living on the river swimming, boating and quadding their back trails with family and friends.

Partners

Trish Carver

Insurance Advisor

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Trish has been providing tax and estate services to high net worth clients for over 25 years, combining her knowledge and experience to help affluent families achieve their financial goals.

She began her career working in the audit and tax group of a major accounting firm and from there, spent 18 years in the tax and estate planning division of a life insurance company. Most recently, Trish worked with a large financial institution as a Wealth Strategist, focusing on delivery of planning advice for high net worth clients with complex planning needs.

A graduate of the University of Manitoba (B.Comm.Hons.), Trish also holds her Chartered Accountant designation, is a Certified Financial Planner and has obtained the Trust and Estate Practitioner designation.  She is currently serving as Public Relations Officer for the Society of Trust and Estate Practitioners (STEP), Winnipeg chapter.

In her role as Insurance Advisor, Trish supports the Birdsall Wealth Management Group clients to help address their insurance needs, working closely with our Financial and Estate Planning partners.

Insurance products and solutions are provided by NBF Financial Services (NBFFS). NBFFS is not a Member of the Canadian Investor Protection Fund (CIPF).  Therefore insurance products are not protected by the CIPF.

Cory Papineau

Senior Advisor, Financial Planning & Advisory Services

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Cory has worked in the financial services industry for over 20 years, providing clients with accurate, timely and comprehensive financial planning solutions.   He holds a Bachelor of Arts degree from the University of Manitoba and has obtained the Certified Financial Planner (CFP) designation.

Cory has worked with a wide range of clients, including business owners, professionals, retirees and families. He provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and insurance planning. Cory has continually developed his skills and knowledge through education, mentorship and hands-on experience.

Cory’s motto is Plan Well. Live Better. He is an advocate for financial planning as a foundation for helping clients live the life they want to live.

Contact us

Get contact information for our team members and find out where our offices are.