Address360 Oakville Place Drive
Oakville, ON L6H 6K8
My BackgroundAdam’s philosophy is to simplify the financial planning process and work with clients in achieving their goals quicker. In order to do so he works towards building strong, lasting relationships with his clients to gain a comprehensive understanding of their needs and aspirations. A cornerstone to the process is creating a custom-tailored financial plan that is specially targeted towards client specific objectives. Adam’s goal is to ensure his clients have peace of mind in all aspects of their financial endeavours. Adam was born and raised in Toronto. Prior to joining BMO Nesbitt Burns, he spent 10 years in the investment industry most recently holding the position of Vice President, Equity Research at Barclays in Toronto. He holds an MBA with Distinction from the Schulich School of Business and a B.COMM from University of Toronto.
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