Brad Bonazzo, Cfp, Rrc
About Brad Bonazzo, Cfp, Rrc
Brad Bonazzo is a Division Director at IG Wealth Management with over 26 years of experience in financial services. He specializes in wealth management for clients aged 35-60 and emphasizes a holistic approach to financial planning.
Work at IG Wealth Management
Brad Bonazzo has served as Division Director at IG Wealth Management since 1998, accumulating 26 years of experience in this role. He operates out of Thunder Bay and leads a team with over 30 years of combined experience in financial services. His responsibilities include overseeing financial planning processes and ensuring that clients receive comprehensive wealth management solutions. Bonazzo emphasizes a holistic approach to wealth management, focusing on educating clients and co-workers to foster financial confidence and growth.
Education and Expertise
Brad Bonazzo has a solid educational background in business and human resources. He obtained a Bachelor of Business Administration (B.B.A.) from Lakehead University, where he studied Business HR from 1983 to 1987. He furthered his education by completing a Post Graduate Diploma in Personal Financial Planning at Confederation College from 1997 to 1998. Additionally, he graduated from the Leadership Thunder Bay Leadership Development Program in 2009. His academic credentials support his specialization in working with clients aged 35-60 in the asset accumulation phase.
Background
Brad Bonazzo's educational journey began at Hammarskjold High School, where he studied from 1978 to 1983. He then attended Lakehead University, followed by Confederation College, where he focused on human resources management and services from 1988 to 1991. His diverse educational background has equipped him with the necessary skills to excel in financial services and client management.
Achievements
Brad Bonazzo has made significant contributions to the field of financial planning through the development of a systematic approach that incorporates regional specialists in various areas, including Tax and Estate Planning, Securities analysis, Income protection, and lending. His focus on a holistic wealth management strategy has led to proven results for his clients, particularly those in the asset accumulation phase of their lives.