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Bradford Wealth Partners IPC Securities Corporation

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Bradford Wealth Partners IPC Securities Corporation

Bradford Wealth Partners care about building relationships though personalized attention and underst

We work with clients who not only have expectations of results from their advisor but who are looking for someone to keep themselves accountable in achieving their goals. Unlike at a bank, our clients are not just an account number or a dollar amount – they are a relationship built on trust and accountability to a common goal. Our products are not proprietary, our planning is personalized, and our

structure is transparent. Our clients entrust us to manage their wealth so they can focus on what they do best professionally and personally. We specialize in Wealth Management, Estate Planning and Retirement Strategies. Insurance products available through Bradford Financial Services Inc.

07/03/2024

𝙋𝙪𝙧𝙨𝙪𝙞𝙣𝙜 𝙖 𝙨𝙡𝙤𝙬 𝙖𝙣𝙙 𝙨𝙩𝙚𝙖𝙙𝙮 𝙨𝙩𝙧𝙖𝙩𝙚𝙜𝙮 highlights the importance of patience and consistency in investing. This method relies on the power of time and reinvestment to grow wealth incrementally. While it may not make headlines, its effects are profound, and it may lead to substantial gains as the years pass, proving that slow and steady wins the race. Give us a call to get started or reevaluate your retirement plans. 250-828-6767.

07/01/2024

𝗛𝗮𝗽𝗽𝘆 𝗖𝗮𝗻𝗮𝗱𝗮 𝗗𝗮𝘆!
Have the very best day as you head out to celebrate in your red and white!🍁🌞

06/28/2024

𝗦𝗹𝗼𝘄 𝗮𝗻𝗱 𝗦𝘁𝗲𝗮𝗱𝘆 𝗪𝗶𝗻𝘀 𝘁𝗵𝗲 𝗥𝗮𝗰𝗲 It’s shaping up to be an excellent year for the markets. It’s tempting to get caught up in the excitement and radically change your investment strategy to chase market highs. But the opposite approach may be better. Slow and steady. It’s a strategy that can transform your financial future without the fanfare. Unlike the stock market's thrilling highs and lows, it works diligently behind the scenes, building wealth over time. To dive deeper into this strategy, give us a call 250-828-6767. We are here to answer your questions and get you on the right track for retirement success. 𝙃𝙖𝙫𝙚 𝙖 𝙜𝙧𝙚𝙖𝙩 𝙡𝙤𝙣𝙜 𝙬𝙚𝙚𝙠𝙚𝙣𝙙!

06/27/2024

Jerry Seinfeld recently shared a gem: "The secret of life is to waste time doing things that you like." With summertime upon us, it’s the perfect moment to take this advice to heart and focus on activities that bring joy. 𝗧𝗵𝗲 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗲𝗱 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝘄𝗲 𝙗𝙪𝙞𝙡𝙙 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿 𝗶𝘀 𝗸𝗲𝘆 𝘁𝗼 𝗮𝗰𝗵𝗶𝗲𝘃𝗶𝗻𝗴 𝘁𝗵𝗲 𝗳𝗿𝗲𝗲𝗱𝗼𝗺 𝘁𝗼 “𝘄𝗮𝘀𝘁𝗲” 𝘁𝗶𝗺𝗲.

06/25/2024

Summer is finally here! I know I'm itching for a vacation and simply enjoying more sun-filled daylight! Do you have a “Fun File” — a list of achievable things you want to do. The idea came from a study that found that people who viewed their weekends as vacations reported greater happiness levels the following Monday. Believe it or not, 𝗵𝗼𝘄 𝘆𝗼𝘂 𝗽𝗹𝗮𝗻 𝘁𝗵𝗶𝘀 𝘀𝘂𝗺𝗺𝗲𝗿 𝗰𝗮𝗻 𝘀𝗶𝗴𝗻𝗶𝗳𝗶𝗰𝗮𝗻𝘁𝗹𝘆 𝗶𝗺𝗽𝗮𝗰𝘁 𝘆𝗼𝘂𝗿 𝗳𝘂𝘁𝘂𝗿𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘄𝗲𝗹𝗹𝗻𝗲𝘀𝘀 𝗮𝗻𝗱 𝘀𝗲𝗻𝘀𝗲 𝗼𝗳 𝗵𝗮𝗽𝗽𝗶𝗻𝗲𝘀𝘀. It's not just about being fiscally responsible, but also about recharging, rejuvenating, and savoring life. By finding that balance between indulging in summer and making choices aligned with your goals, you can create the life you’ve always wanted. I hope you enjoy the season to its fullest, both financially and personally.

06/21/2024

𝐀𝐬 𝐰𝐞 𝐬𝐡𝐚𝐩𝐞 𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐟𝐮𝐭𝐮𝐫𝐞, 𝐰𝐞 𝐚𝐥𝐬𝐨 𝐡𝐚𝐯𝐞 𝐚 𝐫𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐲 𝐭𝐨 𝐠𝐮𝐢𝐝𝐞 𝐚𝐧𝐝 𝐚𝐬𝐬𝐢𝐬𝐭 𝐲𝐨𝐮𝐧𝐠𝐞𝐫 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬. By setting an excellent example of financial management, we can be a positive influence to younger people. We can teach them to be thrifty, saving diligently for the future, and avoiding debt. We can assist them in creating a budget and saving plan and encourage them to invest wisely for long-term gains. 𝐇𝐨𝐰 𝐝𝐨 𝐲𝐨𝐮 𝐚𝐢𝐦 𝐭𝐨 𝐛𝐮𝐢𝐥𝐝 𝐚 𝐥𝐞𝐠𝐚𝐜𝐲 𝐨𝐟 𝐬𝐨𝐮𝐧𝐝 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐚𝐧𝐝 𝐞𝐝𝐮𝐜𝐚𝐭𝐞 𝐭𝐡𝐞 𝐧𝐞𝐱𝐭 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐚𝐛𝐨𝐮𝐭 𝐢𝐭𝐬 𝐢𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐜𝐞?

06/18/2024

𝗪𝗲 𝗮𝗹𝗹 𝗽𝗹𝗮𝘆 𝗮 𝗽𝗮𝗿𝘁 𝗶𝗻 𝗿𝗮𝗶𝘀𝗶𝗻𝗴 𝘁𝗵𝗲 𝗻𝗲𝘅𝘁 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻. Think about how the previous generation influenced your financial attitudes and habits. Did they provide financial education or lead by example? Did their struggles or successes motivate you to think differently about money? Reflecting on these questions can help you understand how our upbringing and life experiences have informed our financial situation today. 𝗟𝗲𝘁'𝘀 𝗮𝗶𝗺 𝘁𝗼 𝗯𝘂𝗶𝗹𝗱 𝗮 𝗹𝗲𝗴𝗮𝗰𝘆 𝗼𝗳 𝘀𝗼𝘂𝗻𝗱 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗲𝗱𝘂𝗰𝗮𝘁𝗲 𝘁𝗵𝗲 𝗻𝗲𝘅𝘁 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻 𝗮𝗯𝗼𝘂𝘁 𝗶𝘁𝘀 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝗰𝗲.

06/03/2024

Nobel Prize-winning economist Daniel Kahneman said “𝗜𝗳 𝘆𝗼𝘂 𝘄𝗲𝗿𝗲 𝗮𝗹𝗹𝗼𝘄𝗲𝗱 𝗼𝗻𝗲 𝘄𝗶𝘀𝗵 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗰𝗵𝗶𝗹𝗱, 𝘀𝗲𝗿𝗶𝗼𝘂𝘀𝗹𝘆 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿 𝘄𝗶𝘀𝗵𝗶𝗻𝗴 𝗵𝗶𝗺 𝗼𝗿 𝗵𝗲𝗿 𝗼𝗽𝘁𝗶𝗺𝗶𝘀𝗺.” The sentiment seems especially relevant now, with new graduates entering a job market and economy full of uncertainty. 𝗛𝗼𝘄 𝗵𝗮𝘃𝗲 𝘆𝗼𝘂 𝘁𝗿𝗶𝗲𝗱 𝘁𝗼 𝗲𝗺𝗯𝗿𝗮𝗰𝗲 𝗼𝗽𝘁𝗶𝗺𝗶𝘀𝗺 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗼𝘄𝗻 𝗹𝗶𝗳𝗲?

05/31/2024

𝗜𝘁'𝘀 𝗴𝗿𝗮𝗱𝘂𝗮𝘁𝗶𝗼𝗻 𝘀𝗲𝗮𝘀𝗼𝗻! New graduates can benefit from a mentor as they enter this new phase of life. As mentors, we can help foster optimism in young people by providing guidance and resources that help shape their future. A good mentor encourages them to explore their interests, identify their strengths, and discover opportunities to learn and grow. These actions equip them with a positive mindset that helps them navigate challenges and uncertainty.
𝗪𝗵𝗼 𝗮𝗿𝗲 𝘁𝗵𝗲 𝘆𝗼𝘂𝗻𝗴 𝗽𝗲𝗼𝗽𝗹𝗲 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗹𝗶𝗳𝗲 𝘁𝗵𝗮𝘁 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗺𝗲𝗻𝘁𝗼𝗿?

05/28/2024

𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝘀𝘁𝗿𝗲𝗻𝗴𝘁𝗵𝗲𝗻 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗳𝗼𝗼𝘁𝗶𝗻𝗴 𝗮𝗻𝗱 𝗺𝗮𝗸𝗲 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝗼𝗳 𝘆𝗼𝘂𝗿 𝘀𝘂𝗺𝗺𝗲𝗿? With inflation still impacting everyday expenses, it’s more important than ever to manage your finances wisely as we approach the summer vacation season. We can help you create and maintain a balanced plan that keeps you on track toward your long-term financial goals while helping you manage your day-to-day spending effectively. With higher for longer interest rates, capital gains tax changes, and election-year politics in the U.S. all converging this summer, our guidance can help you navigate these uncertain times, allowing you to enjoy your summer plans without compromising your financial stability.

05/24/2024

Planning to live a longer, healthier life is top of mind for many of us. To ensure your financial security aligns with your lifespan and health goals, let's strategize. From optimizing your retirement savings to exploring long-term care insurance options, proactive planning can safeguard your finances at all stages of your life. Let's continue this journey together, crafting a retirement plan that not only sustains your wealth but also supports your well-being.

05/22/2024

𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗳𝗼𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗮𝘀 𝗮 𝘀𝘂𝗽𝗲𝗿-𝗮𝗴𝗲𝗿 Studies show that embracing a healthy lifestyle can significantly impact the quality of our retirement years. Regular exercise, a balanced diet rich in nutrients, and staying mentally engaged can help maintain physical and cognitive function well into old age. But beyond just physical health, cultivating strong social connections and pursuing meaningful activities contribute to a fulfilling retirement.

Address

736 Seymour Street
Kamloops, BC
V2C2H3

Opening Hours

Monday	9am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+12508286767

Website

http://www.bradfordwealth.ca/

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