Adam has over 17 years’ experience specializing in wealth management. However, this is the career he has prepared for his whole life as a second-generation Senior Wealth Advisor who grew up working with his Mom and Dad in high school, university and beyond. Adam attended Wilfrid Laurier University where he obtained an Honours Bachelor of Business Administration (BBA) with a Concentration in Finance. Adam furthered continued his financial education by completing the requirements for the Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FSCI), Adam has his Level 2 Life Insurance License and he is a Personal Financial Planner (PFP) and earning the designation Financial Management Advisor (FMA) a program designed to prepare industry professionals as leaders in the complex and evolving field of wealth management.
Adam also volunteers as a board member for the Chatham-Kent Hospital Foundation. Adam and his wife are the parents of a daughter. When not watching his daughter at gymnastics, he enjoys playing hockey and golf, and watching the Toronto Blue Jays and Michigan Wolverines.