Adam Crompton works with high-net worth young professionals and business owners in providing comprehensive financial advice. He is passionate about working with clients to align their values with their goals by developing customized wealth plans.
Getting to know his clients and get to the heart of what matters to them is important to Adam – as that will help him create actions and a plan to bring their dreams to life. He enjoys the process of mapping out his client’s goals to get them excited about their financial future. Adam 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.
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 new dog dad to a puppy rescue named Skeena
- Is passionate about nature conservation and learning more about wildlife and environmental sustainability