As Client Advisor, Adam supports both the financial planning and the investment management sides of the business. Adam joined Our Family Office from Stewart & Kett Financial Advisors, an advice-only financial planning firm focused on the needs of high-net-worth families.
Highlights of Adam’s Career to Date Include:
- Stewart & Kett Financial Advisors: Adam worked alongside a team of independent financial planners, providing advice to high-net-worth families across their investment, tax, and philanthropic needs.
- Morningstar Canada: As a mutual fund analyst, Adam provided third party research on the Canadian mutual fund industry to Morningstar’s subscribers.
- Adam also spent several years practicing law, both in private practice and as in-house counsel.
Professional Credentials & Qualifications:
- CFA® Charterholder.
- JD and Bachelor of Arts from Western University.
North American Wealth Award Nominations 2020:
Finalist in 3 Categories
What do I want to share with my heirs about my values and life experiences while I still can?
What do other successful families do about educating future generations?
What would happen to my family and business if I were suddenly gone tomorrow?
Is it possible that there might be other tax ideas we haven’t considered yet?
Who will make the important decisions and coordinate things after I’m gone?
Do I wonder sometimes if our planning done in the past is still relevant?
Are my investments properly compensating me for the risk I’m taking?
Which of my investments or accounts are no longer serving their intended purpose?
What do I expect market returns to look like in the next five years?
What is my Strategic Asset Allocation?