Investment Advisor, TD Wealth Private Investment Advice
Human Resources Management, Bachelor of Human Resources Management (BHRM) 2009

Adam strives to deliver an exceptional client experience by drawing upon over a decade of knowledge working with clients as a senior advisor and leader on both sides of the balance sheet offering and executing on a holistic
approach to financial planning, investments, and overall wellbeing. He is eager to help your family navigate the
financial side of all the wonderful stages life has to offer including building net worth, implementing tax-efficient
strategies, protecting what matters, and leaving a legacy.

Adam has assisted thousands of families with their finances, helping them achieve financial confidence by
understanding their expectations and life's goals. With adept industry expertise he confidently conducts in depth
conversations informing clients on the options available to them while providing sound recommendations based on individual circumstances. By working closely with a talented group of professionals he is also able to assist with more complex matters engaging TD specialists regarding taxes, insurance, trust, business succession, will and estate planning, on his family office style team.

Adam is passionate about wealth and financial services always striving to learn more to elevate his expertise in the industry. He has completed the Certified Financial Planning Designation from FP Canada, the Fellowship, Chartered Investment Manager and Personal Financial Planning designations from the Canadian Securities Institute. A Master of Business Administration degree in Financial Services & Leadership from Dalhousie University and a specialized Bachelors degree in Human Resources Management from York University. He has also completed his Yellow Belt in Lean Six Sigma Process Methodologies.

On a personal note, Adam is married and is quite active in his home life being the father of two young boys, Ethan and James. He enjoys everything investments, sports, and fitness related, especially hockey as an avid Toronto Maple Leafs fan. He is also passionate about technology so you will usually find him enjoying the latest gadgets.

York University was pivotal in my life and career. The diverse academic environment encouraged critical thinking and ignited a passion for lifelong learning. An emphasis on inclusivity and collaboration expanded my worldview, enabling me to thrive in multicultural settings. Through challenging yet balanced coursework and engaging professors, I obtained the knowledge and skills essential for my professional success. The vibrant community and networking opportunities helped me build a strong foundation for my career, opening doors to new opportunities and inspiring me to make a meaningful impact in my field.