Find a CEA

I am a salaried Certified Financial Planner, Chartered LIfe Underwriter, and Certified Health Specialist focusing on Pre and Post Retirement Planning and Estate Planning.  As a provider of both a well rounded full financial plan or using a modular approach, I am able to meet my clients needs and help them meet their goals in a way that suits them and builds a long term relationship.

I've been a Financial Advisor working with Canadian Incorporated Professionals and Business Families since 2009. 

I walk clients and their families through 3 seasons of finance : Accumulation, Protection and Succession. 

We are a 45 personal accounting firm servicing small business, agriculture and service industries. We provide assurance, tax, estate and financial planning services to our clients. I have been in public accounting since 1990, articled with Ernst & Young and obtained my C.A. (CPA) designation in 1994. I became a partner at my present firm in 2000 and then became a CFP professional in 2014.

As a financial advisor in the retirement capital of Canada, Adam is expressly aware of the ageing demographics in our country and the generational transfer of wealth that is currently under way. Whether through business succession planning, or through trusts and estate planning, clients plans are under constant review to ensure they are structured in the most efficient way possible.

Adam's clients are almost exclusively busy professionals who are used to a high degree of accuracy and accountability; attributes which govern his approach to financial planning.

The entire firm at TPC Financial Group is dedicated to making the most of your current resources, and positioning yourself in a way to see those resources grow, regardles of what stage of life you are in.

Serving as Life and Living Benefits Director with iA Financial Group for over 7 years, I have gained extensive work experience in all
aspects of insurance planning.  My most recent role at iA Financial Group is Director of Sales for the Life Insurance division. The Life Director oversees the activities
of all divisions – Life, Living Benefits and Investments – for the accounts/MGAs that fall under my mandate. This position allows me to
take a more holistic approach to coaching and supporting my advisors and MGA partners. I meet with my top advisors on a monthly
basis to set personal goals with them. We discuss successes and failures that they have experienced and we work together to create
an action plan to persevere and move forward with an upward trajectory. My experience has shown me that I work best in results- driven environments and that I hold exceptional project management and organizational skills. I can work with my organization and
partners to manage timelines and regional budgets.
I have completed my CLU, CHS and CFP designations that have been a cornerstone to my credibility and expertise when working with
advisors. I often draw on my knowledge from these courses to help support my advisors in achieving their goals.

Estate Risk Protection Plan Inc. is the provider of Executor Error and Omissions Insurance for professionals and more importantly, for your clients under the brand ERAssure. Every executor needs the support of a CEA and the professional network to facilitate a smooth estate administration and they should be protected against the risk of personal liability and financial loss with ERAssure insurance now available through Advocis Broker Services.

Employed with Access Credit Union for 13+ years. We provide financial services to more than 200,000 members. With being the largest Credit Union in Manitoba the CEA program will assist in providing excellent extended service to our membership. My additional credentials include Accredited Financial Service Rep, Accredited Consumer Residential Mortgage Lender and Fellow of the Credit Union Institute (FUIC).

My grandfather had a piggy bank in his office with the inscription "Who can never save a penny, shall never have many". As children, my brother and I often played with this piggy bank, and it acted as a very subtle, yet impactful, guide to my relationship with money.

I'm a firm believer in planning for the future and preparing for the unexpected. The biggest difference I make with the clients I serve is to listen. I am not delivering cookie-cutter financial strategies, so listening carefully and wholeheartedly allows me to really understand their stories, backgrounds and goals. Once I understand a client's goals, I create a strategy and customized process for the way we will work together. Then, if unexpected roadblocks arise, we're prepared with a solid, comprehensive strategy to guide us through.

I bring the same discipline and structure into my personal life by creating quarterly plans for my business, my family and my health. I'm a firm believer that what gets measured, gets done. My current plan includes a list of books to read, getting back into running - I was once an avid runner. I also make sure to schedule special one-on-one days with both of my children. Since I live and work in the Beach, our one-to-one days are usually spent outside strolling on the boardwalk, playing in the sand or enjoying the playground at Kew Gardens.

From early on, I was interested in both numbers and people. I have a degree in Economics from the University of Western Ontario and an MBA from the Schulich School of Business. Serving as a financial advisor allows me to work with both numbers and people and gives me the opportunity to make a real difference.