Maximize with Adam Today

Meet Adam

With nearly a quarter-century of financial services experience, Adam has now settled close to Arborg and is serving Interlake area members with their investment planning needs.

Adam takes time to listen and learn a member’s story before determining the next best steps. He has seen a lot of ups and downs in the markets over the years and works to find a solution that makes the most sense given a member’s time, objectives and comfort level. Investing can be overwhelming but Adam has a lot of experience with interpreting and explaining relevant information in simple terms and supporting people through the varied seasons of their financial lives.

  • Areas of expertise: Retirement planning, Education Planning, First Home Savings Plans, Pension and Locked-In Plans, Debt Consolidation
  • Credentials: Certified Financial Planner® (CFP®), Canadian Investment Funds Course, Canadian Securities Course
  • Spoken Languages: English, French (Conversational)