Brad Pashby's Linkedin Analytics

Brad Pashby is an Advisor and the founder of Narrative Financial Services Ltd. His business story has been written over the past 20 years though early chapters of struggle and foundation-building, through formative chapters of growth and team building, and now into exciting chapters with deep skill sets in planning, risk management, business transition planning, corporate wealth planning, and legacy planning. Brad has a broad educational background including degrees in both Cell Biology (McGill University) and Education (University of Western Ontario). It is this mix of technical and communicative skills which allow Brad to effectively strategize and communicate ideas to the Narrative clients. Growing up in a family of Physicians and Lawyers, Brad knows first-hand about the challenges and opportunities for incorporated professional families. Always thirsty for knowledge, Brad is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and has his Trust and Estate Practitioner designation (TEP). As the head ‘story teller’, Brad enjoys seeing the Narrative story unfold and enjoys building on the already strong team with other top-tier professionals. All the members of the team share in the belief that they have the power to write their own story. I am a Sun Life Advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link, bit.ly/ClearConnection Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc. Awards and memberships are based on insurance business only. Specialties: Professional Corporation Wealth Planning, Holding Company Life Insurance, Key-Person Insurance, Critical Illness Coverage, Executive Disability Insurance, Shareholder Agreement funding, Professional Development Seminars.