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Bradley Coutts is a registered Investment Advisor Representative with Nicola Wealth Management Ltd. Bradley is located in VANCOUVER, Canada. Bradley has been in the financial industry since 2013, specializing in Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, and other specialized financial services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Economic, market and asset class performance updates to clients and the public, via in person presentations and podcasts
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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01/13/2021 - Present
Nicola Wealth Management Ltd. (VANCOUVER )
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Inactive
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