Adam is the Regional Manager for TD Private Wealth Management, Specialized Services for the Atlantic Provinces. Adam oversees a team that provides advanced financial, tax, banking, insurance, estate and business succession planning assistance to owner/managers and high-net worth families. We work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning – business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Prior to joining TD, Adam practiced tax with an International firm in Halifax where he specialized in Canadian tax compliance and planning. Adam has a commerce degree from Saint Mary’s University, a Chartered Accountant designation and a Certified International Wealth Management designation along with various courses from the Canadian Securities Institute. He has completed the Canadian Institute of Chartered Accountants In-Depth tax course and is a member of the Institute of Chartered Accountants of Nova Scotia. He is also a member of the Canadian Tax Foundation and Halifax’s chapter of Young Tax Practitioners.