Business owners have put their time, money and resources into their business. It’s important to be prepared for the unexpected.
Could your business survive the death of a partner, or loss of a key employee? We offer tax advantaged solutions that hedge many concerns, along with attractive group and executive plans.
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.