Meet The Team

Investment Advisor

CIM®

B.Comm.

Adam Shona has a Bachelor of Commerce Degree (B.Comm) with a major in Finance from The John Molson School of Business at Concordia University. Adam has been working in the investment industry for over 13 years. He is married and has two young children. In his spare time he enjoys listening to podcasts, seeing comedy, listening to music and travelling abroad.

Client Service Associate

As a Client Service Associate, I provide dedicated administrative and specialized support to you, our client, as well as the rest of the team. In my role, I act as the primary contact with regard to account administration and day to day client inquiries or issues. I am committed to delivering legendary client experiences with courtesy, discretion and professionalism.