BRAD LOGAN

Brad has been an Independent Advisor since 1998.  Attention to client relationships, accuracy under pressure and conservative behavior in complex situations are hallmarks of his current popularity with clients in his practice.  He is capably supported by a one of the top ranked insurance back offices in Canada that include administrators, technical and underwriting specialists and client services support those teamwork and follow-through are setting new standards of services excellence in building lifetime relationships with the expanding client base.

Brad is passionate about listening to clients them before prescribing solutions.  Only afterwards does he get into repositioning the client’s family balance sheet in order to speed up the wealth creation process. Brad does his best work with small business owners, professionals and families who have a view to generational wealth and stewardship.  Future plans which currently excite his office include using technology more robustly in delivery superior client research and customize communication to ensure maximum satisfaction as family and business needs evolve in the years ahead.

What his office does is to maximize your assets, gearing across various financial instruments so that you can achieve greater leverage on your wealth creation.  Which means that you can reach your financial destination on time, while managing unforeseen risk along the way.

Brad Logan
Bradl@customplanfinancial.com
1-877-87-7771
604-687-7771