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Brad Brain Financial Planning Inc.

Who We Are

What We Believe

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"Buy a share of stock as though you were buying the whole company"

-Warren Buffett

About Us

Who We Are

Brad Brain, B.A. (Economics) , CFP, R.F.P.,   FMA, FCSI, CH.F.C., CLU, has eighteen years of experience in the financial services sector, including seventeen years as a practicing financial planner. Additionally, Brad is a financial planning author and educator. Brad and his team are committed to helping clients build multi-generational wealth through a prudent and disciplined approach to wealth creation and preservation. Brad is dedicated to the pursuit of knowledge in his field. Involved in financial services education for nine years, Brad has earned several industry designations in addition to a Bachelor's degree in economics. These designations include: CFP - Certified Financial Planner - This is Canada's standard financial planning designation, and is recognized worldwide.  R.F.P. - Registered Financial Planner - The most distinguished financial planning designation in Canada, this has been achieved by less than 900 individuals nationwide. FMA - Financial Management Advisor - This indicates an advanced mastery of financial planning concepts, with a specialization in servicing high net worth investors. FCSI - Fellow  of the Canadian Securities Institute - Representing individual integrity and supreme professionalism, the designation of FCSI is reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors. CH.F.C. - Chartered Financial Consultant - This designation represents  dedication to excellence in financial planning and represents advanced technical knowledge and practical application of financial planning principles. CLU - Chartered Life Underwriter - this insurance designation indicates an advanced knowledge in life and health insurance and employee benefit plans.

Brad is a proud father of two, and in his spare time he enjoys Tae Kwan Do, and touring on his Softail Deuce motorcycle. In 2009 he helped to author the Certified Financial Planner exam for CFP candidates. He was recently named to the Insurance Council Of British Columbia.

Niko (YiChin) Lin recently joined our team.  She passed all three CFA (Chartered Financial Analyst) examinations in three consecutive years(2006-2008) and will be eligible for the CFA charter upon completion of the required work experience. The CFA designation is globally recognized and attests to a charterholder’s success in rigorous and comprehensive study program in the field of investment management and research analysis.

Niko was a Global Data Quality Analyst at Lipper, A Thomson Reuters company, in Taiwan before she became a permanent resident of Canada in 2007.  She graduated from Saint Mary’s University, majored in Finance, in Halifax where she met her husband.

Niko is a proud mother of a little boy, and enjoys playing, walking and reading with him in her spare time. 

Brad Brain Financial Planning Inc.

Manulife Securities Incorporated

Suite 101 9705 100 Ave

Fort St. John, BC V1J 1Y2

Phone: (250) 785-1655 Fax: (250) 785-1650

Email: Brad Brain CFP, R.F.P., CLU, Ch.F.C., FCSI

Senior Financial Advisor

Violet Chase

Executive Administrator

Manulife Securities Disclaimers