Financial Security Advisor
Investment Representative
With 16 years of experience, Drew knows the questions to ask when it comes to finances. He questioned everything growing up; you can even ask his dad. This questioning and curiosity is now his greatest asset because it helps answer the whys to develop strategies for clients.
Drew has a family business background that gave him an inside understanding for family businesses and the importance of planning for the next generation.
Are you ready to take the next step towards planning your financial future?
Email: Drew@bradywealth.ca
Financial Security Advisor
Investment Representative
Tricia loves working with people!
She has spent the past 20 years of her career building strong relationships with people she works with. Tricia’s passion and easy going personality draws people to work with her.
Her job is to provide you advice that works for you now and in the future, because financial freedom should leave room for you to live and enjoy what you love.
Trica loves working with young families to help them plan for the ever changing future. Being a mother of 2 she knows the benefit of being prepared for what life might throw at you. She is always willing to help others and will go above and beyond for her clients.
She works with individuals, families and business owners to protect and grow wealth.
Email: Tricia@bradywealth.ca
Financial Security Advisor
Investment Representative
With a young and growing family himself, Dillon understands what it takes to put a family’s financial well being at ease. This doesn’t have to mean sacrificing living life to the fullest today for stability in retirement. He believes that with proper planning, both can be attained simultaneously. Through holistic financial planning, Dillon will ensure that your insurance needs and financial goals are working together to help achieve the plan we set forth.
Dillon leverages his network and access to many different specialists across the industry to work together to solve any unique situations. These specialists can range from accounting experts, mortgage specialists, group benefits specialists and legal experts.
Whether you are looking to work with an advisor for the first time, looking for a second opinion or adding to your existing plan, contact Dillon today to start a conversation.
Email: Dillon@bradywealth.ca
Lauren Herman BA Hons
CIM
VP, Wealth Strategy and Planning
Lauren brings over a decade of experience in private wealth, with a Chartered Investment Manager (CIM®) designation and a knack for turning complex planning into clear, actionable advice. She’s worked with professionals, business owners, and families across Canada — and now she’s bringing that expertise to our team and to you.
She’s originally from Scotland (yes, the accent is legit) and now lives in Lumsden with her husband and two kids. Lauren’s already making an incredible impact with clients — and we think you’re going to love working with her.
Before joining us, Lauren spent nearly nine years at one of Canada’s top wealth firms, leading high-net-worth planning strategies. She brings a great mix of technical expertise and down-to-earth advice that really resonates with clients.
Email: Lauren@bradywealth.ca