Chad is the Owner of GP Financial Services and a Wealth Protection Specialist with Affinity Financial Strategies. He is passionate about helping clients feel confident, informed, and supported as they make important financial decisions for themselves and their families.
As a Financial Planner, Chad works closely with clients through every stage of life, offering guidance in financial management, investment planning, retirement planning, insurance and risk management, tax planning, and estate planning. His goal is to provide thoughtful advice that reflects each client’s unique circumstances, priorities, and long-term goals.
Chad earned a Bachelor of Commerce degree with Distinction, majoring in Finance, which gave him a strong foundation in financial planning and wealth management.
Building on that foundation, he has earned the Certified Financial Planner, Chartered Investment Manager, and Certified Professional Consultant on Aging designations. These credentials reflect his commitment to ongoing learning and allow him to provide thoughtful, well-rounded advice tailored to each client’s needs, helping them build personalized strategies for their financial well-being today and into the future.
Before entering the financial services industry, Chad worked in finance, management, and sales roles where he provided personalized service in both urban and rural communities. This broad experience helps him understand the diverse needs of clients and adapt his advice as their goals, priorities, and life circumstances evolve over time.