As an estate and succession planner for over two decades, Adam has focused on one clear mission: to work with wealthy families in order to help identify and provide elegant solutions to their sophisticated problems.

Adam’s ability to provide expert counsel is powered by his broad professional perspective, including valuable experience in virtually every seat at the table – earned by practicing as a Chartered Accountant (CA) with Ernst & Young, where he specialized in tax, succession planning, and family estate planning. Adam has also developed a deep background in strategic insurance planning and wealth management through industry positions and focused practice during his career.

Adam is a frequent speaker and writer on tax, estates, trusts, insurance, and financial planning. His media work includes articles in the Canadian Tax Journal, CA Magazine, The Globe and Mail, and Step Inside, as well as appearances on Report on Business Television.

An active community fundraiser, Adam has helped raise funds and awareness in support of Baycrest for Alzheimer’s and brain-related disorders. Skiing, travel, and other active pursuits stimulate Adam when he is away from the office. The best times always include his wife Lani and three beautiful children – Maya, Leila, and Jonah.