Financial choices that make sense.

Because your future matters.

A future that matters.

Life can be complicated.

Your finances don't have to be.

We serve your business and family - together.
We'll work with you to build a strong financial plan, with strategies and choices designed to help you enjoy your life and reach your goals.

We get it.

We're business owners too.

We'll help you manage your most important financial decisions by working together with your circle of advisors.

Investment Management

Cash flow planning and tax efficient investment strategies for your family and your business.

Business and Employee Protection

From risk management and tax planning, to group plans, benefit packages, critical illness, life insurance and disability insurance.*

Retirement & Succession Planning

Retirement strategies, business succession planning, buy-sell funding, and creditor protection solutions.*

Family Protection

Debt management, estate planning, and life insurance.*

* Insurance products are provided through Hollis Insurance. Only services offered through HollisWealth®, a division of Industrial Alliance Securities Inc., are covered by the Canadian Investor Protection Fund.

The Adamson Wealth Team

Your finances are as important as our own. We strive to learn your story and what financial success means to you, your family, and your business.

Terry Lynn Adamson

CFP®
Director, Private Client Group, Senior Investment Advisor

John Adamson

Financial Planning Associate

Jessica Mann

CFP®, FMA
Manager, Client Relations and Business Development

Dylan Mann

Administrative Assistant

Julia O'Grady

Branch Administrator
*Insurance products are provided through Hollis Insurance. Only services offered through HollisWealth®, a division of Industrial Alliance Securities Inc., are covered by the Canadian Investor Protection Fund.

Contact Us

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