Adam received his Bachelor of Commerce degree from the Peter B Gustavson School of Business at the University of Victoria in 2010. After working closely with TPC Financial as a licensed investment advisor with yourCFO Advisory Group, Adam took a position as financial planner with TPC Financial Group. With a thorough understanding of the relationship between corporate and personal finances, Adam works closely with his clients to optimise their personal and professional finances on a day-to-day basis. Adam is also involved in the analysis and negotiations regarding practice purchases and assists clients in transitioning into their new ownership role.
Take me back to the Planning Team.