Adam, a former professional hockey player, has seamlessly transitioned from the ice to the world of finance. As an investment advisor, he assists professional hockey players, retirees, and business owners with their financial planning and investment needs.

Career Highlights:

• Played competitive hockey for over a decade in the WHL, Collegiate, and Minor Professional levels, learning valuable lessons in discipline and strategy.
• Transitioned to finance after retiring from professional hockey and completing his Bachelor of Commerce with a double major in accounting and finance.
• Prioritizes helping athletes manage significant incomes, retirees maximize savings, and business owners grow and protect their wealth.

Approach:

Adam was instrumental in developing the investment process for Trans Canada Wealth Management (a trade name of Harbourfront Wealth Management). This process is rooted in academic research and adopts an evidence-based approach in its decision-making. Adam works closely with clients to set clear financial goals and develop tailored plans to achieve them. He prioritizes education, ensuring clients have the knowledge to make informed financial decisions.

Community Involvement:

Outside of his professional commitments, Adam actively contributes to the hockey community. He dedicates his time to coaching and mentoring young athletes at the Laker Hockey Academy in Winnipeg, where he helps nurture the talents of the next generation of players.