Education:
MBA, Edinburgh School of Business, Edinburgh, UK
Specialties:
Customized Private Client Portfolios
Retirement and Financial Planning
Estate Planning and Trust Investment Management
Tax-Efficient Investments
Corporate and Personal Holding Company Investment Strategies
The Brad Petryk Group
Ideas that count
The Brad Petryk Team is a dedicated group of professionals within BMO Nesbitt Burns. We utilize a wealth of resources to work with you and your family in meeting your financial and personal goals. We believe in a total approach to wealth management, with all of your financial needs met in one place.
We specialize in working with successful professionals, executives, entrepreneurs and their families. Where appropriate outside professionals compliment our services.
We believe we can significantly enhance our clients overall long-term financial success with personal attention, proper planning, and ongoing counsel from our qualified and dedicated team.
Brad Petryk has a B.A. (Econ)., from the University of Alberta, and has completed his MBA, at the Edinburgh School of Business, Edinburgh, UK. He has exceeded all industry educational requirements as a Vice President & Senior Investment Advisor & Financial Planner. He has completed the Canadian Securities Course, Insurance Level 1 and 2, Personal Financial Planning (PFP), and completed the Registered Representative Manual Exam (RR). He is designated as a Canadian Investment Manager (CIM) and holds the highest honour in the securities industry as a Fellowship of the Canadian Securities Institute (FCSI).
1The comments included in the publication are not intended to be a definitive analysis of tax law: The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be attained in respect of any person’s specific circumstances.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
I understand by accessing this website I agree to the following terms and conditions.
Printer-friendly