Principal, Family Office Advisory

Brad Jesson

Brad is a member Northwood’s family office advisory group, working with families in the areas of goals based financial planning, investment management, tax planning, and next generation education.

CONTACT

In addition to his work with families, Brad is actively involved with Northwood next generation education and regularly contributes to Northwood's Thought Leadership Newsletter.

Prior to joining Northwood, Brad worked as a Director a single-family office in Toronto, where he was responsible for the financial planning and reporting, investment management and taxation for the family office. Prior to that, he was CFO for BAMSS Group of Companies, a large privately owned family business in Alberta. Brad also worked at Mowbrey Gil – a mid-sized CPA firm – as a Senior Manager where he focused primarily on tax planning for individuals and privately held businesses.

Brad is active in his community volunteering with various non-profit organizations, including Free Play for Kids which provides free access to sports for thousands of vulnerable kids annually and the Centre for Equality Rights in Accommodation (CERA) which is Canada's leading NGO working to advance the right to adequate housing.

In his spare time, Brad and his partner enjoy travelling and skiing.

Designations

CPA, CA, CIM

Education

B.Com, University of Alberta, NFP Governance Essentials, Institute of Corporate Directors, In-Depth Taxation Program, CPA Canada

Years in the Industry

12 years

Years at Northwood

2 years

Awards

“I love what I do, because every day at Northwood brings unique challenges and I get to work in the dynamic, interesting and evolving family office space.”