CPA, CA, CFP, CLU, TEP
With a view to providing his clients with an enhanced level of service and support, Adam joined Guilfoyle Financial in 2015.
As an estate and succession planner for almost two decades, Adam's mission has been relentless: to work with CPAs, lawyers and investment counselors to identify and provide elegant solutions to the sophisticated problems of wealthy families.
Adam's ability to provide exceptionally proficient counsel is based on the broadest professional perspective. Proficiency comes from a deep understanding of insurance and its power as a financial and tax planning tool - which he integrates into tax-effective estate and business succession solutions along with comprehensive wealth advisory and risk management counsel.
The broadest perspective comes from experience in virtually every seat at the table - earned by practicing as a Chartered Accountant specializing in tax, succession planning and family estate planning, and through a background in international private banking. Adam's practical experience is backed up with multiple financial planning and insurance industry certifications - including the CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and TEP (Trust and Estates Practitioner).
Adam is also a frequent speaker and writer on tax, estates, trusts, insurance and financial planning. His media work includes articles in the Canadian Tax Journal, CA Magazine and Step Inside, plus appearances on Report on Business Television.
An active community fundraiser, in support of Baycrest, Adam has helped raise funds and awareness for Alzheimer's and brain related disorders. Skiing, travel and other active pursuits stimulate Adam when he is away from the office. The best times always include his wife Lani and three beautiful children, Maya, Leila and Jonah.