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.

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OUR TEAM

25+ Years of Experience

Adam Stephanson

CFP® CLU® CHS

Financial Planner

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Adam Stephanson

CFP® CLU® CHS

With over 20 years of experience in financial services, Adam Stephanson brings deep expertise and a genuine passion for helping people feel confident about their financial lives. He takes the time to truly understand your situation before anything else — someone who listens first, speaks plainly, and stays focused on what actually moves the needle for you. Whether you're just starting out or navigating complexity, you'll find Adam easy to talk to, quick to cut through the noise, and fully invested in your success.

Adam's guiding principle is simple — he wants to help, and do so in a thorough, thoughtful way that actually makes a difference.
 

Where Adam makes an impact:

  • Clarity from chaos — Putting your entire financial picture on one page for the first time, and watching the light bulb go on. "So that's where everything is!"
  • Confident families — Guiding families through their options, reducing overwhelm, helping avoid pitfalls, and setting them up to move forward with a clear plan and real confidence.
  • Small business benefits — Helping business owners build benefits plans that are both affordable and meaningful — improving retention and strengthening the team bond.
  • Steady hand in volatile markets — Keeping clients grounded when headlines create fear, so emotions never derail a well-built strategy.

Credentials

A UBC graduate, Adam holds three widely recognized designations and is committed to continuous professional development.

  • CFP® — Certified Financial Planner® (2010)
  • CLU® — Chartered Life Underwriter (2014)
  • CHS® — Certified Health Insurance Specialist (2016)

Outside of work, Adam is usually found with his family, hunting down the perfect half-sweet mocha, playing guitar, or fine-tuning his golf swing.


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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.

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