Brad Coutts
Wealth Advisor Client Relationship Manager at Nicola Wealth
Based in Vancouver, Canada
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Seniority
Manager
Department
Finance & Accounting
Location
Vancouver
Industry
Financial Services
Company size
508
Contact information
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b•••••••@nicolawealth.com
Phone
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Background
About Brad Coutts
Brad has over 18 years of combined experience in Tax, Accounting and Wealth Management services. He holds licenses and accreditations across four different specialties: Tax & Accounting (CPA, CA – Chartered Professional Account, Chartered Accountant), Financial Planning (CFP – Certified Financial Planner), Investment Management (CIM – Chartered Investment Manager) and Insurance licensed in a number of provinces. By specializing in all four of these key domains of wealth management, he offers unique holistic tax and estate planning services to his clients. Specialties-High Net Worth Tax Planning Strategies -Income Splitting and Trust Planning -Individual Pension Plans (IPPs) and Retirement Compensation Arrangements (RCAs)-Corporate restructuring & Estate Tax Minimization -Individualized Charitable Gifting strategies
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