One of the founding leaders of Ascendant Wealth Partners, Adam is a trusted advisor to affluent families, business owners, foundations, endowments, and institutional investors.

 
 

Adam draws upon nearly two decades of capital markets and portfolio management experience to provide clients with valuable investment, tax, estate, and wealth management advice. Clients rely on Adam’s pragmatic and tailored approach to help manage their unique financial circumstances.

Adam previously served as a Managing Director at one of Canada’s leading wealth management boutiques for over a decade. Prior thereto, he was an investment banker in Toronto and London, U.K., providing capital markets and corporate finance advice to public and private companies around the globe. A Chartered Investment Manager (CIM), Adam also holds an Honours Business Administration degree (with Distinction) from the Richard Ivey Business School at Western University.

In his spare time, Adam, his wife, Jaclyn, and their two boys, William and James, can be found building memories at the cottage with family and friends. He's a trained chef, licensed sailing captain, and avid big mountain skier.