Our Team

 

Over 20 years experience providing sound, reliable financial advice to help our clients achieve financial independence and peace of mind. Trust and communication are the foundation of our business.

Bradford Wealth Partners helps clients of many different backgrounds succeed. Whether it be business owners building, acquiring, or selling their businesses; professionals smoothly exiting their practice; facilitating family meetings and intergenerational wealth transfer; or advising hard working clients on a successful transition to retirement, we offer a full service of experts for every facet of wealth management.


 

Vanessa CullenCIM, CFP®, EPC

Certified Financial Planner®, Senior Associate

Vanessa grew up on a dairy farm in Pitt Meadows, B.C. After Douglas College Vanessa began her career as a Treasury Analyst in the Oil and Gas industry in 1985, where she completed her Canadian Securit...
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Terry Abrahams

Client Service Specialist

Terry worked in the financial industry for 22 years prior to joining the Bradford Team. She is a member of the Registered Deposit Brokers Association. Terry helps clients to select guaranteed investme...
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Jessica Nakashimada

Client Service Specialist

Jessica joined the Bradford team in January 2018. Jessica was born and raised in Kamloops. She graduated from TRU in 2008 with a BA majoring in Psychology. Prior to joining to Bradford, Jessica spent ...
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Our Consultants

 

Casey CullenBBA, CIM

Investment Advisor IPC Securities Corporation
Website

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. In 2019, Casey and his associate Hee Young Chung launched Bradford Wealth Partners; a high net worth offering under the Bradford group of companies.
Casey takes a holistic approach to investment planning with his clients knowing everyone has unique investment goals, tax, and estate planning needs. He works with clients that have mutual commitment and accountability to reach their goals. Beyond investing, there are many financial decisions that need advice whether it be business, personal or philanthropic. He walks his clients through a framework that defines and documents personal and professional goals, creating an accountability matrix. Next, he implements a plan to reach each goal that may include investment solutions, risk management, tax planning, family wealth and estate planning, and more. Casey holds his strong relationships with his family, clients and friends dear to him. Casey has always been heavily involved in sports. Along with his colleague, Hee Young Chung, he was a member of the Thompson Rivers University soccer team and he continues to enjoy an active lifestyle with soccer, golf, and enjoying the outdoors. Insurance products available through Casey Cullen.
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Hee Young Chung, CPA, CA

Associate Advisor
Website

Hee Young grew up in Kamloops and graduated from Thompson Rivers University in 2008 with a BBA. Upon graduation, he started his career with KPMG, a global Accounting, Tax and Advisory firm. After earning his Chartered Accountant designation in 2011, he worked in various Accounting and Tax roles with large multinational organizations including AON, Canadian Pacific and Expedia (Seattle). With a CPA, CA and CPA Canada’s In-Depth Tax program, Hee Young provides in depth knowledge of accounting and tax regulations and a comprehensive approach to wealth management. From financial to estate planning, investments to retirement, Hee Young works with his clients on all life planning aspects including tax planning and business transition and succession. Additionally, Bradford Wealth Partners integrate other professionals, such as lawyers for wills, as required.
Hee Young builds his relationships on trust and accountability. These two essential components provide the foundation to understand and serve his clients’ financial needs. For instance, to fully appreciate a client’s retirement goals, Hee Young is interested in how his client envision their lifestyle upon retirement and the kinds of activities they plan to do. Once a client’s goals have been established and a plan has been determined, Hee Young provides ongoing monitoring and meets with each client twice a year. Some of Hee Young’s clients include small business owners, professionals such as doctors, and dentists and multinational corporation employees.
Outside of work, Hee Young is actively involved with soccer. While attending Thompson Rivers University, he was a member of the Men’s soccer team and is now an assistant coach with the team. He is also part of the coaching staff with the Whitecaps FC Kamloops Academy.
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Supporting the communities within which we work

 

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our Corporate Social Responsibility(CSR) efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effects of their efforts are always rewarding.