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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