Born and raised in Brockville, Adam began his career in the Financial Services industry in 2005 after studying Economics at the University of Maryland – Baltimore County, and the University of Western Ontario. During this time, he has concurrently been helping his clients meet their goals, and completing extensive industry training courses. In 2009, he earned the Certified Financial Planner® designation. Currently, he is actively pursuing his Chartered Life Underwriter®. These are the highest standards of certification in Financial Planning and Wealth Transfer and Estate Planning.
Adam shares in the belief that clients need that "Comprehensive" approach when it comes to Financial Planning. A focus on solutions to problems, and having all pieces of the puzzle in place is top priority in Adam’s approach. Regardless of your stage of life, Adam is truly willing to help you understand and navigate through the complexities of Financial Planning with a friendly and relaxed approach. With a long career ahead of him in the industry, you can expect an advisor, and partner that will be there with you through life’s events.
- Certified Financial Planner, CFP®
- Member – Financial Planning Standards Council
- LLQP Insurance Licensed
- Life, Accident & Sickness Insurance
- Canadian Investment Funds Course – IFIC
Contact Adam to discuss your needs today.