FOUNDER

Adam began his career in the financial services industry in 2003 and has built knowledge through various capacities from account executive to branch manager. In order to keep pace with this growing business, Adam founded Strategic View Financial Inc. in 2015.

Adam believes education is very important and, as a result, has invested a significant amount of time in becoming both a Chartered Financial Planner CFP® and a Chartered Life Underwriter CLU. As an independent broker, he represents a wide array of Financial and Insurance Companies, ensuring his clients receive the best products and services available.

 

Adam is in good standing as a member of the Financial Advisors Association of Canada, as well as the Financial Planning Standards Council. Adam is a member of the prestigious Million Dollar Round Table, ranking him amongst the top tier financial professionals worldwide. The Million Dollar Round Table (MDRT) is recognized as the premier association of financial professionals. Its members demonstrate the founding principles of exceptional industry knowledge, strict ethical conduct, and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

In his free time, Adam enjoys spending time with his wife, son and daughter. Adam acts as the financial parent ambassador for his daughter's school; and frequently engages in volunteer work with the “Meals on Wheels” program. Adam enjoys being physically active and has a passion for soccer.

The information provided on this website is intended for informational purposes only and is not intended to constitute financial, accounting, legal or tax advice. Many factors unknown to us may affect the applicability of any statement or comment that we make on our website to your particular circumstances. You should consult directly with us, or your other advisors before acting on any information on this website.

Facts and information provided on this website are believed to be accurate at the time they are posted. Changes may be made at any time to the information on this website without prior notice.

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