Adam has over 16 years of financial industry experience. His career began in the investment banking department of one of the large Canadian banks, where he advised corporate clients on equity underwriting and M&A transactions, specializing in the real estate sector. He then spent 12 years in research and portfolio management roles at several institutional fund managers. Prior to his decision to work with private clients, Adam was a lead Portfolio Manager on a $3 billion Canadian dividend fund at Mackenzie Investments. Known for his approachable style and attention to detail, Adam enjoys leveraging his experience to help clients with their investing journey, while providing clarity around their financial situation.

He holds a BBA from Wilfrid Laurier, an MBA from the University of Oxford, is a CFA Charterholder, and is working toward his CFP certification. Outside the office, Adam prioritizes quality time with his wife and three young children. He also enjoys coaching youth lacrosse, playing men's league hockey, and spending time outdoors.