Meet The Team

Whole Wealth Plus specializes in helping families achieve what is most important to them in life.

At Whole Wealth Plus, our approach is based on holistic planning and LifeCycle Planning. Our relationship with each client is predicated on professional stewardship and expert guidance.

We are a team of professionals with expert knowledge in the key areas of wealth management, namely: Financial Life Planning, Financial Planning, Portfolio Review Planning and Tax and Estate Planning. Partnered with the strength of Manulife Wealth Inc. research, its market strategists, and its overall commitment to the client enables us to deliver expert personal wealth advice to each client.

Peter W. Bradley, CFP, CLU, CIM, CES

Associate Portfolio Manager
Manulife Wealth Inc.
Life Insurance Advisor
Manulife Wealth Insurance Services Inc.

Peter is an accomplished Associate Portfolio Manager and licensed Full Service Broker who has dedicated over 18 years to the provision of client-tailored investment, retirement, and estate plans. Peter implements a big-picture, holistic approach in developing customized and comprehensive solutions and strategies that benefit clients and empower them to achieve their wealth and financial security goals.

Industry Designations

Certified Financial Planner (CFP)
Chartered Investment Manager (CIM)
Canadian Investment Manager (CIM)
Securities Licensed in: Ontario, Quebec, British Columbia, Alberta, Manitoba
Level 2 Life Licensed in Ontario
Carleton University (BA)

Vern Lunz, CFP

Insurance Specialist

With an Honors Business Administration and Certified Financial Planner (CFP) to his credit, Vern started his career at a major Canadian insurance company and has worked with top financial advisors across Southwestern Ontario as a regional marketing specialist. Vern’s focus is on providing tax and estate planning solutions for clients through new and innovative uses of insurance contracts. With more than 15 years of sophisticated planning experience, Vern is a trusted resource who designs advanced life insurance solutions for tax-smart retirement income, tax-smart succession planning for small businesses, and overall wealth maximization for clients’ estates.

Industry Designations

Certified Financial Planner (CFP)

Leanne Sweet

Branch Administrative Assistant

Leanne is a graduate from Algonquin College with a degree in Law Clerk and a certificate in Court Support Management. She has been full time in the financial services industry for 3 years supporting Financial Advisors in their roles. Prior, she worked at a major Canadian Bank on a part-time basis for 2 years. Her legal studies background serves us very well in today's heavily regulated industry.

Leanne's office responsibilities include:

Open and distribute mail
Perform banking duties
Accept completed forms from a client or advisor contact clients to arrange appointments with the advisor
Perform general administration duties including filing
Complete address, phone and other client contact information on all dealer forms
Provide information to a client on the status of his/her account; refer clients or prospects to an advisor for further discussion
Deliver point of sale disclosure documents.

Mary Ann Whalen-Bradley

Special Projects Coordinator

Mary Ann is a graduate of St. Francis Xavier University, BA. She has over 15 years experience managing certain individual department offices and accounts within two top tier Canadian universities. Mary Ann's main responsibilities will be organizing and developing special projects such as our website and other social media endeavors. This involves the structural development, content and liaising with our compliance department on all issues before publication.