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.