Meet Our Team
Let’s Build Your Future Together
From our entire team, thank you for allowing us to grow with this community.
Brad began his career in the financial services industry in 1996 after earning his Bachelor’s degree in Economics. He spent much of his early career with Berkshire Securities Inc., which later partnered with Manulife Wealth Inc. In 2025, Brad joined iA Private Wealth.
As a Senior Wealth Advisor, Brad focuses on understanding each client’s financial position and goals. He works closely with clients to develop personalized plans that balance short and long term objectives and debt management strategies.
Outside of work, Brad enjoys spending time with his wife, Leann, and their children, Mitchell and Julie. He’s an avid golfer and loves boating on the beautiful Muskoka Lakes.
Dan has been helping clients navigate their financial journeys since 1998. After completing his Bachelor of Science (Honours) degree at the University of Guelph, he began his career with the National Bank of Canada in a management role. In 2000, Dan joined Berkshire Securities as an Investment Advisor, later transitioning to Manulife Wealth Inc. In 2025, Dan joined iA Private Wealth.
Over the years, Dan has focused on providing clients with comprehensive financial advice and planning. He has also developed in-depth knowledge in estate settlement, assisting families and local lawyers with complex or unique investment matters.
Dan is an active member of the Muskoka community, serving on the board of a local children’s charity. In his spare time, he enjoys travelling, playing soccer and curling, and—most importantly—spending time with his wife, Stacy, and their children, Makaila, Ben, and Ashley.
Ken began his financial services career in 2001 with Berkshire Securities Inc., which later partnered with Manulife Wealth Inc. In 2025, he joined iA Private Wealth and continues to proudly serve clients from the same Bracebridge location.
As a Senior Wealth Advisor, Ken believes that wealth planning is about more than just numbers—it’s about helping people live the lives they envision. He takes the time to understand his clients’ goals and designs investment strategies that bring clarity, confidence, and long-term peace of mind.
Outside the office, Ken and his wife, Della, are active members of the Muskoka Shrine Club, supporting the Shriners Hospital for Children Canada. When he’s not riding a little bike in parades, Ken enjoys golfing and spending time with his many grandchildren.
Greg brings over 25 years of experience helping clients plan their financial futures. He specializes in retirement and pre-retirement planning, integrating cash flow management, taxation, and government benefits to create tailored strategies for each client.
Greg holds an Honours degree in Economics from Queen’s University, an MBA in International Business and Finance from Dalhousie University, and the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. He provides advice and solutions across a full range of investments, including securities, bonds, and mutual funds.
Born and raised in Bracebridge, Greg returned home to raise his family and continue serving his community. He has two children and a passion for helping others achieve their goals—personally and financially.
Sheila Love
Executive Assistant to Ken Lovelock, Greg Rasmussen, Dan Gardiner and Brad Wallace
705.646.2811 Email Sheila
Sheila takes great pride in supporting both the advisors and their clients, ensuring every experience with the team is professional, efficient, and personal.