Chad’s passion for financial wellness and community service is the cornerstone of his distinctive approach to financial services. From the very beginning of his career, he’s been committed to helping clients build, protect, and grow their wealth—with a strong focus on overall financial well-being. His philosophy emphasizes how the right mix of financial strategies and lifestyle choices can enhance both life and health spans, empowering people to live better, longer. 

After earning a degree in Finance and Economics from the University of Western Ontario, Chad went on to achieve the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. He began his career as a second-generation advisor in the insurance industry, and from 2002 to 2021, served as a senior advisor with Creative Planning Financial Group and as managing partner at Franklin Tranter and Associates Inc.

As a founding partner at Bridgewell, Chad works with clients at a strategic level, often coordinating with their extended network of trusted advisors. He specializes in crafting integrated financial roadmaps that bring together insurance, wealth management, tax, and estate planning solutions. His diverse clientele includes business owners, professionals, and multigenerational families. Chad is currently pursuing the Family Enterprise Advisor (FEA) designation to deepen his expertise in advising family-run businesses.

Chad is an active member of Advocis’ Toronto Chapter and the Conference for Advanced Life Underwriting (CALU). He regularly speaks to various groups and organizations, sharing insights on the benefits of financial well-being, highlighting innovative insurance and financial solutions, and championing Bridgewell’s wellness-driven culture.

Outside of work, Chad is a devoted family man who enjoys spending time outdoors with his wife and two children. He is deeply committed to community service, supporting organizations like Youth Unlimited and several cancer and medical research charities. He has participated in numerous fundraising endurance events, including completing an Ironman Triathlon for the Sanfilippo Children’s Research Foundation. During the summer, Chad and his family enjoy cottaging at Stony Lake in the Kawarthas, where he also serves as President of the Association of Stony Lake Cottagers.