Brad Olsen

Brad Olsen is a Senior Total Wealth Planner at ScotiaWealth Management/ScotiaMcLeod, based in Halifax, Nova Scotia.34 He has a background in finance and wealth management, with expertise in guiding clients through the Total Wealth Planning process.2

Professional Background

Brad Olsen holds the designations of CPA (Chartered Professional Accountant) and CA (Chartered Accountant).1 These credentials indicate a strong foundation in accounting and financial management, which likely contribute to his expertise in wealth planning.

Role and Responsibilities

As a Senior Total Wealth Planner, Brad's primary responsibility is to assist clients in developing comprehensive financial strategies. His role involves:

1. Guiding clients through the Total Wealth Planning process
2. Considering clients' entire financial picture
3. Developing tailored financial strategies

Brad's approach begins with a thoughtful consideration of each client's entire financial situation, allowing him to create personalized wealth management plans.2

Experience

While the exact duration of his tenure at ScotiaWealth Management/ScotiaMcLeod is not specified, Brad has established himself as a key member of the White Thompson Group within the organization.1 His role as a Senior Total Wealth Planner suggests significant experience and expertise in the field of wealth management.

Brad Olsen's LinkedIn profile can be found under the username brad-olsen-39713570, which aligns with the information provided in the query.