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  5. Robert Bradburn

Robert Bradburn, CFP®, CIM®, CLU® 

AVP, Wealth Advisory Services

Robert Bradburn

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Robert Bradburn

With over 13 years of experience in the financial services industry, Robert specializes in helping business owners and executives manage their wealth by integrating taxation, wealth preservation, philanthropic pursuits, retirement, business succession, and estate planning. As the lead for the Wealth Advisory Services team, he ensures we have a consistent approach to advice and strategies for all of our clients. Robert works for his clients and holds the client experience at the heart of his planning engagements and leadership of Wealth Advisory Services.

Beyond The Office

Robert enjoys spending time with his growing family – his wife and two daughters. When not spending time with his family, Robert enjoys the outdoors, fishing, hunting, snowmobiling and exploring; anywhere the wind blows and the air is fresh. Robert also loves to learn and reads lots of non-fiction. His interests span from evolution, dark matter, space-time, internal combustion, to leadership, anthropology, and history.


“Our client engagements must be solutions-based and focused on genuine advice; that’s how you create real value beyond rates of return.”