What does your future look like?

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Don't just chase your dreams

Let us help you plot a path!

Choose to work with Bradford Financial Services 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!

 
 

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.

 

My Team


Vanessa Cullen, CIM, CFP®, EPC

Certified Financial Planner®, Senior Associate

Terry Abrahams

Client Service Specialist

 

Spotted in the news

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

money

7 February, 2020

Money Dates 2020

This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates. Helping you to keep track of these critical dates.
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4 February, 2020

Goals-based Planning

Does your bank account look a little thin after you pay all your bills? You’re far from alone. The Canadian household savings rate...
Read more

money facts

22 January, 2020

Money Facts 2020

A quick reference guide that outlines contribution limits for RRSPs & TFSAs and more.
Read more

 

Market Monitor

Listen to insights from our market specialists  

 

Subscribe to Bradford Financial Services Inc. E-Wealth Report

The Value Of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where advisors, like us, can help keep you on your financial course.
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The Cost Of Advice

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

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