Introducing Brad Brodeur
With more than 23 years of experience in the financial services industry, Brad Brodeur advises clients on a broad range of investment and financial planning strategies. As a Financial Advisor for Raymond James Ltd. in St. Albert, he focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique.
Blending integrity, hard work and a willingness to listen to each client like he or she is the only investor in the world, Brad is dedicated to assisting his clients in meeting their financial needs. He uses a hands-on approach when working with clients, meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives throughout changing personal and market conditions.
Services
Offering a wide range of investment services, Brad is committed to helping you achieve your financial goals. Specializing in building stock and mutual fund portfolios, he works with clients to design investment portfolios to meet their individual needs. Brad offers a comprehensive array of investment alternatives tailored to the needs of each individual investor. These alternatives include retirement planning, estate planning, or money management for your business. Whatever it is you are looking for, Brad will put you – and your needs – first.
Experience
In addition to working at Raymond James as a Financial Advisor for over 14 years, Brad previously worked at two other financial services firms for 10 years.
Education
Brad graduated with distinction from the University of Alberta in 1992 with a Bachelor of Commerce degree.
Family/Hobbies
Originally from St. Albert, after a 7 year period in Calgary, Brad is back in St. Albert. He enjoys spending time with his wife, Shona — who works extremely hard from home raising their 6 kids, Noah, Luke, Anna, Sean, Joel, and Jake. When he isn't working with clients, Brad enjoys coaching basketball for his kids’ community teams and watching them play soccer, basketball, and various school sports.
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Raymond James Ltd.
