Brad Brain

Background

About Brad Brain

I am a professional financial planner based in Canada. Nationally recognized expertise with local accessibility. Author of Prosperity; Making Smart, Strategic Decisions about Money.A respected colleague told me that what makes me unique is my strong protective instinct to keep my clients safe from harm. I love making a meaningful positive impact in the lives of my family, friends, and clients.I think creatively, communicate clearly, and keep focused on what is important, which has proven invaluable to cut through the cacophony of distractions to keep clients focused on what they need to do to achieve their financial and personal objectives.Degrees and Designations:B.A.(Economics)Certified Financial Planner (CFP)Registered Financial Planner (R.F.P.)Chartered Life Underwriter (CLU)Chartered Financial Consultant (CH.F.C)Financial Management Advisor (FMA)Certified Health Insurance Specialist (CHS)Chartered Investment Manager (CIM) Fellow of the Canadian Securities Institute (FCSI) Trust and Estate Practitioner (TEP)Specialties: Financial Planning - retirement planning, education planning, income protection, etc. I have multi-disciplinary expertise.Notable Speaking Engagements:MDRT Academy Webcast Presenter, May 2025Advocis Financial Planning Summit. Vancouver, April 2025China Estate Planning Summit, Zhuhai, China December 2024 (postponed)Advocis Banff School, Banff, Alberta, August 2024Manulife Vietnam, Hanoi, October 2023Manulife Vietnam, Ho Chi Minh City, October 2023Manulife PRO, Singapore, October 2023Manulife Advisory Group, Singapore, October 2023MDRT Speaks, Main Platform, Sydney, Australia, August 2022MDRT ConneXion Zone Speaker, Sydney, Australia, August 2022MDRT ConneXion Zone Speaker, Boston, USA, June 2022MDRT ConneXion Zone Speaker, Dubai, UAE, Sept 2020 - delivered remotely at the 2020 MDRT Virtual EventMDRT ConneXion Zone Speaker, Anaheim, California, June 2020 - delivered remotely at the 2020 MDRT Virtual EventMDRT Speaks, Main Platform, Sydney, Australia, Sept 2019MDRT Focus Session Speaker, Sydney, Australia, Sept 2019Advocis Banff School, Banff, Alberta, August 2019Conference for Advanced Life Underwriting (CALU), Ottawa, Ontario, May 2019Advocis Atlantic School, Nova Scotia, August 2018MDRT Speaks, Main Platform, Los Angeles, June 2018Met Life Training Day, Los Angeles, June 2018IDC WIN Spring University Day, Vancouver, April 2018Advocis Okanagan School, Kelowna, BC July 2017MDRT Focus Session Speaker, Orlando, Florida, June 2017Canada Sales Congress, Toronto, Ontario, May 2015