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Adam Clay - Private Wealth Advisor logo logo
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Adam Clay - Private Wealth Advisor

101-2275 Upper Middle Road East, Oakville, ON

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About

Passionate about bringing total wealth management strategies to clients and their families. Helping business owners plan for retirement.

3 hires on Bark
5 min response time

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Q&As

I work with clients across Canada implementing comprehensive wealth strategies for themselves and their families. I am licensed as a fiduciary for the discretionary management of securities accounts and life insurance needs. Meeting with clients in person or virtual.

Services

Fee for service, product agnostic.

Peace of mind during retirement.

High standard (Fiduciary).
Custom portfolio construction and implementation