Adrian works with individuals, families and business owners. His clients appreciate his straight forward and honest advice and he ensures their experience is convenient and simple. Understanding what’s important to his clients is where every conversation starts.
Adrian’s clients benefit from his 17 years of industry experience. In 2004, he began his career with one of Canada’s most innovative banks helping clients better manage cash flow and debt. In 2008 he went on to pursue an opportunity in asset management and became a partner with a leader in tax-managed investment solutions. Adrian was responsible for educating financial advisors about investment strategy & portfolio construction, as well as tax minimization strategies for High Net Worth and small business owner investors.
He holds the Chartered Investment Manager and Fellow of the Canadian Securities Institute designations. These demonstrate advanced proficiency in portfolio management and are awarded to industry professionals who set and exceed standards for education, experience and professional integrity.
Adrian is married to Marjorie, and they have been blessed with three children; Julian – 14, Ava – 12 and Emma – 9 years. He enjoys spending time with his family and is an active member of his church and children’s school. In his spare time, he enjoys reading, attending a Forge FC game at Tim Horton’s Field, watching AFC Ajax and Brighton & Hove Albion FC matches.