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Adam Clay - Private Wealth Advisor logo logo

Adam Clay - Private Wealth Advisor

101-2275 Upper Middle Road East, Oakville, ON

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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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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.


Fee for service, product agnostic.

Peace of mind during retirement.

High standard (Fiduciary).
Custom portfolio construction and implementation