Todd Adams

My Background

My clients are important. They deserve honesty, respect and to be heard. I’ve been in the industry since 1994 as a trader managing investment firm’s money, a manager of Investment Advisors and as an Investment Advisor working with individuals and their families with portfolios between $500,000 and $3,500,000 in the Oakville and Burlington area and throughout Canada. I recommend a conservative approach based on academic research - many of my clients come from an academic or engineering background.