Bradley Hadfield

Brad is a creative wealth management problem solver who identifies and articulates business needs into operational efficiencies and technology solutions. He brings more than 20 years of experience in driving transformation in the investment banking industry with a continuous focus on value-driven product innovation, as well as demonstrated expertise in how traders, advisors, regulators and other industry stakeholders leverage software solutions to drive results, encompassing tax, plan (RRSP, RRIF, TFSA, RESP, etc), capital markets (order management), and banking (deposits, mortgages, loans). He has a proven track as a Director in Wealth Management Technology working with business and technology professionals to define and deliver creative, impactful product solutions aligned to strategic business objectives.Brad also participates as a member of number of regulatory committees with the IIAC (Investment Industry Association of Canada) and has established working relationships with tax authorities both provincially and federally.Expertise in:✔ Regulatory Compliance✔ Stakeholder Advocate✔ Client Management✔ Digital Conversion✔ Securities Trading✔ Vendor Relations✔ Team Leadership✔ Tax Processing✔ Business Case✔ Requirements✔ Roadmap ✔ Pricing Please contact Brad at [email protected] ✉FUNCTIONAL AREAS OF EXPERIENCE (in Wealth Management)Tax Reporting:- Canada Revenue Agency (CRA), Revenue Quebec (ARQ), Internal Revenue Service (IRS)- FACTA and Common Reporting Standard (CRS)- Tax Slip/Summary Production - Print, PDF, XML- Plan, Non-Plan TaxPlan Products:- RRSP, RRIF, TFSA, RESP, QSSP, Non-Qualified Reporting Book Value: - T5008 Box 20, Adjusted Cost Base (ACB)Account Profile:- Know your client (KYC)Order Management Systems (OMS):- Vendor integration and requirements customizationSecurity Master:- Process transformationBanking:- Process transformation lending, mortgage, and daily transactions