After completing his BA degree in 1998 from York University and his MBA degree in 2002 from the Schulich School of Business, Adam started his career in financial services with Great-West Life as a living benefits specialist in August 2003. In August 2005, he decided to work with clients directly to help them achieve their financial goals and became a financial security advisor with Freedom 55 Financial in Toronto. After two successful years, in September 2007, he became a new advisor training manager. January 2009 brought a new opportunity to become a director, business development where Adam has been ever since, helping new financial security advisors build their financial services practices.
Adam is actively involved in the financial services industry, with current roles as an ambassador for FPSC to promote the value of a CFP career. In addition, he sits on the board of Humber College’s Financial Planning program. Adam has completed several industry designations including Certified Financial Planner (CFP) and Registered Health Underwriter (RHU). Adam has also spent significant time volunteering for the Make-A-Wish foundation as a wish grantor.
Adam has been married to his lovely wife Erin since 2006. They have two children. When not spending time with this family or helping people with their financial plans, Adam is an amateur musician in a rock band called The Rum Runners.