Chad brings nearly three decades of investment experience to our team. This wealth of experience has helped him guide clients through the many intricacies of the financial markets. Throughout his career, Chad has held various senior roles in private client advice and financial product distribution and construction. Chad leverages this experience to provide exceptional client service, ensuring clients reach their long-term goals and objectives.
Before joining National Bank Financial, Chad served as Vice President of Structured Solutions for Merrill Lynch Canada’s Capital Markets Group. His passion for finance is evident through his academic achievements, including a Bachelor of Commerce in Finance from the University of Calgary and a CFA designation, which is recognized as one of the most prestigious credentials in the financial industry.
Outside of his professional commitments, Chad leads a vibrant and busy life with his three children. Whether he's at the hockey rink with his kids, on a local ski hill, or enjoying a round of golf, Chad makes the most of his time with his family. During the summer months, they love spending time on the beautiful Okanagan Lake.
Chad is also deeply committed to giving back to his community. He actively contributes to the Central Okanagan Food Bank and several children's sporting groups, demonstrating his passion for making a positive impact.
