As a Regional Vice-President, Estate Planning Bradley Charlton is well-positioned to deal with the technical aspects of our clients’ more complex situations. He works to mitigate risk, protect assets, and provide tax deferral strategies and solutions that allow a smooth transition of estate or business assets to the beneficiaries or surviving partners. He provides in-depth information on various insurance products and services that complement the overall wealth management for our clients.
Brad joined Assante Estate and Insurance Services Inc. in 2007. His career in the financial services industry spans 23 years with roles of increasing responsibility with major insurance companies throughout Western Canada, initially in Winnipeg and more recently in Calgary. He has spoken at many educational events, is a member of the Conference for Advanced Life Underwriters (CALU), and a member of the Estate Planning Council of Calgary.
Brad is based in Calgary and services Western Canada and Yukon.