Todd Adams

Address

360 Oakville Place Drive
2nd Floor
Oakville, ON L6H 6K8

Languages

English

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.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.