Working within personal finances since 2007, Adam's aim is to continue to provide our clients with responsible, prudent, and honest recommendations that allow them to achieve their financial goals and dreams.
A dedication to continuous improvement and education has led Adam to earning his CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Investment Manager (CIM®) designations. Adam has also completed the rigorous steps to achieve the pinnacle financial services credential and the highest honour in Canadian financial services; The Fellow of the CSI (FCSI®)
When Adam is not at the office, you can find him usually traveling southern Ontario, where he and his wife, Katherine, stay active with their son at hockey, ball hockey, baseball, lacrosse and other outdoor adventures.
If you are looking for honest, open, and candid financial advice, give Adam a call and he will be happy to assist you.