Brad Hartfield
Director of Sales & Business Development
With over 20 years of experience in sales and support, Brad has been a trusted partner to Canadian financial advisors, helping them optimize their CRM and financial tools to drive efficiency and value. His passion lies in fostering meaningful relationships with both advisors and head office, ensuring lasting success.
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Meet our dedicated team of experts
Sydney Solmundson
Business Development Intern
Faith Leung
Marketing & Communications Coordinator
Saketh Poori
Software Development Intern
Amardeep Sangha
Software Development Intern
Aaron Janes
Technical Lead
Ivy Wang
Marketing & Communication Coordinator
Roujyar Darvish
Product Designer
Sahib Singh
Software Developer
Christopher Yourth
Intermediate Software Developer
Brandon Chapman, CFP, CLU
Founder of AdvisorFlow
Brad Hartfield
Director of Sales & Business Development
