Casey Cullen, CFP®, CIM

Wealth Advisor

Casey knows that each of his clients has unique investment goals, tax, and estate planning needs and works with clients that have mutual commitment and accountability to reach their goals. Beyond investing there are many financial decisions that need advice whether it be business, personal or philanthropic, and this is where Casey and Bradford Wealth Partners meld a comprehensive wealth management strategy. His area of expertise is in helping business owners and professionals sell/exit their business in addition to corporate investment, and corporate tax planning. He helps families integrate intergeneration wealth transfer effectively from a financial and duty of care standpoint in addition to philanthropic goals, whether it be starting a charitable trust to helping them find a vocational purpose to help make sure a vacation stay feels like a vacation.

Casey is a graduate of Thompson Rivers University with a Bachelor of Business Administration, a Chartered Investment Manager (CIM), and a CERTIFIED FINANCIAL PLANNER®. He has been working with the Bradford Financial Team since 2011 and in 2017 became co-owner of both the Kamloops and Williams Lake, BC offices with Vanessa Cullen. Casey completed his Derivatives Fundamentals and Options License in 2017; allowing him to broaden his offering to clients. In 2019, Casey and his associate Hee Young Chung launched Bradford Wealth Partners; a high net worth offering under the Bradford group of companies. Casey Cullen received the 2021 Wealth Professionals Rising Star Award for achieving many professional milestones through ambition and vision.

Most important to Casey is his strong relationships with his family and friends. Throughout his youth and into university Casey has been heavily involved in sports. Along with his colleague, Hee Young Chung, he was a member of the Thomson Rivers University soccer team. Casey is an elected Director of the Kamloops Central Business Improvement Association Board. He continues to enjoy an active lifestyle with soccer, golf and enjoying the outdoors with Lindsay, his wife, and Lou, his dog.

Hee Young Chung, CFP®, CPA, CA

Wealth Advisor

With a CFP®, CPA, CA and CPA Canada’s In-Depth Tax program, Hee Young provides in depth knowledge of accounting and tax regulations and a comprehensive approach to wealth management. From financial to estate planning, investments to retirement, Hee Young works with his clients on all life planning aspects including tax planning and business transition and succession.

 

Hee Young builds relationships on trust and accountability. These two essential components provide the foundation to understand and serve his clients’ financial needs. For Hee Young to fully appreciate a client’s retirement goals, he is interested in how his client envisions their lifestyle upon retirement and the kinds of activities they plan to do. Once a client’s goals have been established and a plan has been determined, Hee Young provides ongoing monitoring and meets with each client at least twice a year. Some of Hee Young’s clients include small business owners, professionals such as doctors, and dentists and multinational corporation employees.

 

Hee Young grew up in Kamloops and graduated from Thompson Rivers University.  He began a chartered accounting career with a global Accounting, Tax and Advisory firm working in various Accounting and Tax roles with large multinational organizations including AON, Canadian Pacific and Expedia (Seattle). In addition to financial advising, Hee Young and Bradford Wealth Partners provide clients with seamless professional integration of other services that clients may require such as lawyers and accountants.

 

Outside of work, Hee Young is the Chair of Thompson Rivers University Board of Governors and is a soccer, golf, and travel enthusiast.

Jessica Nakashimada

Client Service Specialist

Jessica joined the Bradford team in January 2018.

Jessica was born and raised in Kamloops. She graduated from TRU in 2008 with a BA majoring in Psychology. Prior to joining to Bradford, Jessica spent 12 years as a manager at the Cineplex Odeon. Her main focus there was guest service and guest interaction.

Jessica is the mother of two young, active boys. She and her family are all actively involved in sports, particularly hockey and lacrosse. They thoroughly enjoy camping and various other outdoor activities. Jessica is eager to start her new career path and is looking forward to meeting you.