Adam Watson

Wealth Advisor & Portfolio Manager

Adam attended Wilfrid Laurier University where he obtained an Honours Bachelor of Business Administration (BBA) with a Concentration in Finance.

Adam has over 13 years experience specializing in wealth management. However, this is the career he has prepared for his whole life as a second generation Wealth Advisor who grew up working with his Mom and Dad in high school, university and beyond.

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 is a Portfolio Manager. He is licensed in many Provinces in Canada and US States. Adam has been a volunteer with the Wallaceburg Sports Hall of Fame since his Grandfather started taking him meetings and giving him jobs at the age of 5. Adam continues to attend meetings with his Grandfather with this important local group He is a member on the Annual Award Selection Committee. Adam also volunteers as a community member on the Finance Committee for the Chatham-Kent Hospital Foundation.

Adam and his wife are the parents of a little girl. When not chasing his daughter, he enjoys playing hockey and golf, and watching the Toronto Blue Jays and Michigan Wolverines.