Tad Pepper has over 20 years in the financial field. Besides being in the Exempt Market he holds his Life, Disability and Critical Illness Licence. Tad has a deep desire to help his clients and is always looking to learn more. After much research, he decided to obtain his Exempt Market registration in January 2016 when he joined Pinnacle Wealth Brokers Inc.
Tad has developed strong relationships with his clients and felt that by adding private market opportunities presented some great options that a lot of his clients were looking for.
Through education and offering strong financial options, Tad works with clients to develop plans to meet clients needs and financial goals, therefore, building strong relationships with his clients.