Casey Cullen, BBA, CIM
Investment Advisor IPC Securities Corporation
Casey graduated from Thompson Rivers University in 2011 with a Bachelor of Business Administration; majoring in finances and minoring in marketing. He began working with the Bradford Financial Team in 2011.
After completing his Chartered Investment Manager Designation (CIM) in 2014 he began working for IPC Securities. Later the same year Casey successfully amalgamated an office in Williams Lake, BC into his practice. In 2017 he became co-owner/operator of both Kamloops and Williams Lake practices with Vanessa Cullen. Casey completed his Derivatives Fundamentals and Options License is 2017; allowing him to broaden his offering to clients. Casey takes a holistic approach to investment planning with his clients knowing everyone has unique investment goals, tax, and estate planning needs. He looks to work with clients that have mutual commitment and accountability to reach their goals. Most important to Casey is his strong relationships with his family and friends. Throughout his youth and into university Casey has been heavily involved in sports. Along with his colleague, Hee Young Chung, he was a member of Thomson Rivers University soccer team. He continues to enjoy an active lifestyle with soccer, golf, and enjoying the outdoors. Read More