Adam is a Senior Financial Planner on the team, supporting the wealth and estate planning needs of clients through a holistic and integrated approach to financial planning. He specializes in strategic insurance planning, wealth management, tax planning, retirement planning, and estate and wealth transfer strategies, including the use of unique and advanced planning techniques.
With more than 23 years of experience in the financial services industry, Adam works with individuals, business owners, and professionals to develop thoughtful, customized strategies designed to help them protect, grow, and transition their wealth.
Adam holds the Certified International Wealth Manager (CIWM), CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Life Underwriter (CLU), Registered Retirement Consultant (RRC), Fellow of the Canadian Securities Institute (FCSI®), and Chartered Investment Manager (CIM®) designations.
His extensive professional credentials and experience provide a strong foundation for developing comprehensive solutions across strategic wealth planning, retirement planning, risk management, estate planning, tax planning, and wealth transfer.
