CFA, JD, BA
Adam’s finance career began as a summer student at a hedge fund in the early days of the 2008 financial crisis. Later, he worked as an investment analyst, generating third party research on the mutual fund industry in Canada and advocating for better transparency and investor-friendly practices. He has long believed in the value of fee-based advice, and in giving clients the peace of mind that they are receiving expertise from a professional acting in their best interest. Adam enjoys creating financial plans and communicating clear, understandable forecasts for clients.
Adam’s first love is music, and he enjoys both writing his own and playing in a cover band. He is also an avid sports fan, especially the NBA. He has a particular interest in politics, independent film, and arguing the merits of active vs. passive investing. Adam loves staying home and spending time with his wife and two young children.