Brad Coutts

Brad, a Chartered Professional Accountant (CPA, CA), has successfully completed all three levels of the Canadian Institute of Chartered Accountants (CICA) In-Depth Tax Course and holds the Certified Financial Planner (CFP®) designation. He earned his Bachelor of Commerce with a major in Finance and Accounting from the University of British Columbia. Currently, Brad is actively pursuing Securities and Insurance licenses.

Before joining our firm, Brad contributed his expertise to Canada's largest bank-owned wealth management firm. In that role, he provided valuable tax recommendations for compensation planning, corporate restructuring, and succession and philanthropic planning for high net worth and ultra-high net worth clients. Prior to this, Brad accumulated nearly ten years of experience as a tax professional with two of "The Big 4" accounting firms, specializing in tax and estate planning and compliance for private owner-managed entities. His public practice background encompasses a broad spectrum, including mergers and acquisitions.