Adam works with high-net worth families, professionals, and business owners in providing comprehensive financial advice. He is passionate about working with his clients to align their personal values with their financial goals. This gives him the foundation to create personalized wealth plans for his clients. Adam also has a passion for environmentally conscious investing and is excited to help his clients implement a portfolio that reflects their commitment to sustainability. He lends his analytical skillset to also supporting the team on portfolio auditing, client reporting, and investment analysis.
Adam lived in New Zealand for 6 years and majored in Finance and Economics at the University of Auckland. He became a CFA charterholder in 2021 and earned his CFP designation in 2022.
Life Outside Of Work:
- As an avid outdoorsman, most weekends he can be found exploring many of B.C.’s beautiful parks and rivers
- Enjoys being a dog dad to a puppy rescue named Skeena
- Is passionate about nature conservation and is a board member of the BackCountry Hunters and Anglers of B.C.