What does your future look like?

Find Out

View more
 

Why should you choose us?

We work with clients who not only have expectations of results from their advisor but are looking for someone to keep themselves accountable in achieving their goals. Unlike at a bank, our clients are not just an account number or a dollar amount – they are a relationship built on trust and accountability to a common goal. Our products are not proprietary, our planning is personalized, and our structure is transparent. Accountability and aligned goals coupled with our expertise, leverage our network of professionals to provide the highest level of service our clients deserve. Our clients entrust us to manage their wealth so they can focus on what they do best professionally and personally.

 
 

Don't just chase your dreams

Let us help you plot a path!

Choose to work with Bradford Wealth Partners and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

Independent
Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved
Involved

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

Knowledgable
Knowledgeable

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

Strategic
Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent
Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed
Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

 

Our Team


Casey Cullen, BBA, CIM

Investment Advisor

Hee Young Chung, CPA, CA

Associate Advisor

 

Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

Has the pandemic changed your financial priorities?

30 November, 2020

Has the pandemic changed your financial priorities?

If there’s one thing this year has shown, it’s how life can change on a dime. In a recent poll, we found that COVID-19 has left many Canadians revaluating their finan
Read more

24 November, 2020

10 ways to grow your RRSP

Many Canadians are increasingly relying on their own resources to fund their retirements.
Read more

5 November, 2020

30 days to a more financially secure future. It’s possible — here’s how

Financially organized people save more money, have less debt and lower stress. Even through the financial uncertainty of 2020, these...
Read more

 

Market Monitor

Listen to insights from our market specialists  

 

The Value Of Advice

Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.
Learn More

 

The Cost Of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
Learn More

Contact Us

Don’t leave without giving us your number!
Get In Touch