What Brad brings to the SAGE Team
Brad is dedicated to helping people make more intelligent financial decisions. After 28 years in the investment industry, Brad founded SAGE Investment Advisors to provide a time-tested investment approach and client-first service. At SAGE, clients have peace of mind knowing that their money is being properly managed with a successful common-sense methodology.
Brad’s mission was to bring together a team with complementary skills to better serve clients. He has assembled a tight-knit, high-powered team that does just that, committed to both their client’s growth and their own.
A Chartered Financial Analyst (CFA) and registered Portfolio Manager with the Investment Industry Regulatory Organization of Canada (IIROC), Brad began his career as a stockbroker with Moss Lawson & Co. in Toronto in 1983. He then became a Vice -President at Merrill Lynch and in 2002 joined McLean and Partners as a Senior Portfolio Manager.
In the News
An enthusiastic educator and trusted expert in his field, Brad has written articles and papers for numerous media, including the Calgary Herald, Alberta Oil Magazine, Upshot Magazine, Nickle's Daily Oil Bulletin, and The Financial Post.
Involved in Education
Brad has instructed thousands of investment professionals and students through The Investor Learning Center of Canada, The Canadian Securities Institute, and The Canadian Institute of Financial Planners. He was the creator and author of the Intelligent Investment Process, which formed the foundation of the curriculum at the Investor Learning Center of Canada for their Intelligent Investing Clinics. Presently, he teaches his 6 week investment clinic through the University of Calgary's Continuing Education Program.
In the Community
Brad has volunteered on several boards in the community. He presently volunteers as a mentor for the Haskayne School of Business MBA Mentorship Program. A loving father of two, he serves as a Scout Leader for his 11 year old son, Simon – and plays guitar with his daughter, Grace.