Born and raised in Victoria, BC, Adam has called Montreal, Calgary, and now Ponoka County, Alberta home. Happily married with three young children, he and his family enjoy life on a peaceful acreage in central Alberta.

With over 17 years in financial services, Adam brings broad expertise across investments, insurance, banking, and financial planning. A Certified Financial Planner (CFP) since 2017, he spent several years at TPC Financial crafting in-depth, comprehensive financial plans tailored for physicians and dentists.

In 2021, he founded Triad Financial Planning, providing specialized paraplanning support to top investment advisors nationwide. Most recently, Adam joined forces with his biggest paraplanning client, Travis Forman and the exceptional team at Strategic Private Wealth Counsel, where he now helps provide investment management advice and delivers in-depth financial planning to the Strategic Private Wealth Counsel’s valued clientele.

Dedicated to clarity, strategy, and long-term success, Adam is passionate about helping clients build and protect their wealth with confidence.