CFP, CLU, TEPEstate Planning Specialist
Envision, Create and Preserve—Wealth Planning Designed For You
Adam began his career in the financial industry in 2009 and has worked for several major Canadian insurers. Experienced in both personal and corporate insurance planning, he has the knowledge to tailor wealth solutions that maximize the financial and tax advantages of insurance products.
Adam’s philosophy stems from dedication to his own family. He believes that the cost to safeguard yourself, your loved ones and legacy is insignificant when faced with the alternative—inaction. Having the ability to apply innovative solutions, he will help to protect what is most valuable to you. Pursuing ongoing education ensures that his expertise aligns with the industry’s most recognized designations. He holds the Certified Financial Planner® (CFP), Chartered Life Underwriter® (CLU) and Trust and Estate Practitioner (TEP) designations as well as an Honours B.A in Political Science.