Adam works with individuals, families and business owners who want clarity, confidence, and a disciplined plan for their wealth. As a Portfolio Manager & Investment Advisor with TD Wealth Private Investment Advice, he brings over a decade of experience helping clients make informed financial decisions and stay focused on what matters most.

Adam’s approach goes beyond investment management—he works with clients to develop comprehensive, personalized wealth strategies aligned with their goals, whether that’s building wealth, planning for retirement, or creating a lasting legacy. He believes that great advice begins with listening, taking the time to understand each client’s unique situation before delivering clear, actionable guidance.

In an increasingly complex financial landscape, Adam focuses on simplifying decisions and helping clients navigate market volatility and major life events with confidence. His clients value his open communication, proactive approach, and commitment to long-term relationships built on trust.

Adam holds a Bachelor of Business Administration in Finance from St. Francis Xavier University and has earned both the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.

Adam resides in Riverview with his wife and two sons. Outside of work, he is actively involved in the community, where he enjoys coaching and playing sports.