Adam plays an integral role in the development and creation of highly detailed comprehensive financial plans for each client. His depth of knowledge and experience allows for the delivery of valuable, personalized tax and investment plans that are both thorough, well diversified, and strategically managed. Adam can effectively communicate complex scenarios and technical information in a client-friendly manner.

He has extensive knowledge in the areas of investment management, strategic tax, retirement, and estate planning and plays an active role in client-servicing.

Adam received his Bachelor of Science degree at the University of Toronto majoring in Commerce.