Adam joined Danielson Group Wealth Management in May of 2018. He is passionate about working with clients to align their values with their goals by developing customized wealth plans.
Getting to know our 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. Adam lends his analytical skillset to also supporting the team on portfolio auditing, client reporting, and investment analysis. He recently became a CFA charterholder.
Life Outside Of Work:
- As an avid outdoorsman, most weekends he can be found exploring many of B.C.’s parks and rivers
- Raising money for initiatives that are important to him. Adam participated in the Ride to Conquer Cancer the last 2 years