Because you want to grow more than your portfolio

When you want answers, you start online. The world of apps and bots, data and algorithms. But for all the stats and fast facts, you won't find the answers to life's big questions. That comes when you connect with real people.

OUR DIFFERENCE

From market shifts to major life milestones, we will meet you where you are in just the way you choose - and - work with you to get where you want to go.
That's advice, your way.

Pillar 1

Flexibility

Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn't be stressful. That's why we'll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family - unrestricted by regions and time zones.

Pillar 2

Personalized Advice

Planning is personal. We provide different levels of service that you can choose from - so you get what's most effective for you. We will help you find your preferred approach - whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.

Pillar 3

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we'll stay connected with you through your channels of choice.

Mature couple at lakeside firepit

OUR TEAM

25+ Years of Experience

Adam Stephanson

CFP® CLU® CHS

Financial Planner & Investment Representative

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Adam Stephanson

CFP® CLU® CHS

Adam Stephanson has been working in the financial services industry since 2005, and thrives on each opportunity to be a genuine help to his clients. While not professing to have an official motto, if he had one it might be something like this:

“I want to help!”

Nothing lights Adam up more than having a genuine opportunity to connect with someone whose need meets his abilities. These could include:

  • Helping work with a client to put their financial life on one page for the first time, and seeing the light bulb go on- (“so THAT’s where everything is!”)
  • Helping a young family get the lay of the land as to the various tools and strategies that may be of use to them as they move forward, reducing overwhelm, helping avoid pitfalls, and empowering them to chart their course with confidence
  • Helping a small business owner understand, plan and deliver an impactful and affordable benefits plan for their employees, improving retention and the team bond
  • Helping to reassure and work with clients when challenging times in the market arise, when emotions and headlines threaten to derail their plans

A graduate of UBC, Adam has also attained various industry- recognized designations:

  • CFP® (CERTIFIED FINANCIAL PLANNER® Practitioner, 2010)
  • CLU® (Chartered Life Underwriter, 2014)
  • CHS® (Certified Health Insurance Specialist, 2016)

In addition to these qualifications, Adam is committed to ongoing professional development, and keeping up on industry trends and innovations. He is empathetic and insightful, and this combined with his 20+ years of experience serve as the basis for his work with clients.

When not working, Adam can be found spending time with his family, seeking out a picturesque spot for a half-sweet mocha, playing guitar or working on his golf swing.


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