integrity & transparency
Secure Capital Management works with business owners, families and their trusted advisors to secure the long term preservation of the wealth they have created.
SCM also works with these families to ensure a successful transition of the wealth to future generations.
The team at Secure Capital Management believes in education and collaboration. We bring ideas, work within set parameters and develop plans that work both now and the future. Our process doesn’t stop at the implementation of a strategy. A member of our team will be with you throughout the lifecycle ensuring the plan still meets the situation.
Every decision that SCM makes focuses on two key foundations in our business - Integrity and Transparency.
Helping my clients discover how to leave a legacy in ways that is meaningful to them is why I do what I do. I feel that making a difference
and giving back are the core values that I share with my clients. I work with my clients to gain an intimate understanding of their goals and
values in order to allow them to do what they love, and I love sharing in their successes.
As a Chartered Accountant and Certified Financial Planner specializing in tax, estate and philanthropic planning, the value I bring to business owners and professionals helps them navigate the complexity of their family assets. Their biggest concerns are creating, growing and protecting their legacy in ways that is meaningful to them. My certification and experience as a Family Enterprise Advisor adds depth to the solutions I bring to the unique challenges of my clients.
When I’m not engaged with my clients, I am passionate about working with the community and philanthropy. And of course, spending time with my family and friends, and the outdoors is personally rewarding.
Brad specializes in problem solving, helping successful business owners mitigate the effects of tax and properly plan for the future. Brad studied commerce and accounting at Long Island University in New York. He has completed the CICA In-Depth Tax Course and he is currently completing the Trust and Estate Practitioner (TEP) designation. Prior to joining Secure Capital Management, Brad founded Assured Financial Solutions where he focused on bringing distinctive tax driven solutions to the Owner Managed Business marketplace. Brad takes great pride putting together a comprehensive plan where the end result is certainty.