BRAD LOGAN

Senior Financial Adviser and Business Development Director

Customplan Financial Advisors and Thrive Financial Services

Brad has over 12 years’ experience advising private clients and business owners with varied corporate, trust and tax structures. Brad works closely with his clients and their professional advisors to achieve cohesive, comprehensive and individually tailored solutions for investments, risk management, corporate retirement and executive compensation programs, and estate planning. His preferred areas of practice include tax planning and debt management, liberating corporate profits, and pension maximization strategies.

Brad has worked extensively with financial institutions and independent advisors to develop, implement and deliver financial services and structures to their clients and members. Brad regularly speaks to audiences on the subjects of personal risk management and corporate risk structures.

Brad is qualified to provide:

•Advice on financial strategies to help you achieve your financial goals 

•Advice on structuring your pension and investments for maximum tax effectiveness and flexibility 

•Advice on wealth creation strategies and cash flow management issues

•Regular review of your financial planning strategies and objectives

• Retirement planning 

•Personal Insurance audits and policy recommendations

•Estate planning

Brad Logan
Bradl@customplanfinancial.com
1-855-646-5846
604-687-7773