Adam wants to live in a world where he golfs every day, his coffee cup is always full, and drivers wave "thank you” when you allow them to merge.
Adam is a Chartered Financial Analyst with 10+ years of professional experience at CIBC and Bank of Montreal. He’s helped hundreds of people reach their personal finance goals and supervised a discretionary portfolio with more than $200 million in assets.
Adam comes from London where he grew up at the hockey rink (he played junior hockey for the Strathroy Rockets and the Elmira Sugar Kings) and the golf course. Like most recreational golfers, Adam is still finessing his game and finds his early season rounds are usually his best of the year.
When he’s not managing portfolios, you’ll find Adam at home with his wife Katherine, young daughter Victoria and son William, along with a constant stream of daily visitors—one of the perks of marrying into a Portuguese family.
Adam graduated from Wilfrid Laurier with a BA in economics and communications studies. As a lifelong learner, he’s currently pursuing his MBA at Laurier’s Toronto campus.