Adam HenryCFP, CIM, B.Comm (Hons.)
Managing Partner
With a passion for helping clients achieve financial peace of mind, Adam brings over five years of experience in wealth management. Holding the CFP® and CIM® designations, he specializes in personalized financial planning for retirees, business owners, and professional hockey players. A graduate of the Asper School of Business with a double major in finance and accounting, Adam combines technical expertise with a warm, client-focused approach.
Before transitioning to wealth management, Adam played minor professional hockey and served as captain of the University of Manitoba Bison Hockey Team—an experience that shaped his leadership and commitment to teamwork. Outside of work, he enjoys spending time with his wife, Robyn, and their daughter, Wren. He also remains involved in the hockey community as assistant director of player development with The Laker Hockey Academy.
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How Much Do I Need to Retire?
I provide a simple process to answer the common question of “How much do I need to retire?”
Should I Pay Down Debt or Invest?
The Debt Conversation
What is a TFSA?
Understanding the TFSA
Latest News
The RDSP: A Long-Term Savings Tool Canadian Families and Individuals Should Know About
The federal government has contributed $5.1 billion in grants and $2.1 billion in bonds to Registered Disability Savings Plans since 2008 — yet only 23% of eligible Canadian children aged 0 to 18 have one. Here’s how the RDSP works, how much the government match can add each year, why starting early matters, and what the latest 2024 data reveals about the families already benefiting.
Immediate Finance Arrangement
For Business Owners seeking permanent life insurance coverage, an Immediate Finance Arrangement may be a good way to own life insurance while still maintaining access to funds in case you need it.
An Immediate Financing Arrangement (commonly known as an IFA) is a financial planning vehicle which combines life insurance coverage with tax advantaged wealth accumulation.
You Just Inherited Money: What to Do First
Coming into an inheritance can feel like a gift and a weight at the same time. Before you make any big moves, take a breath. Here is a calm, step-by-step look at what to do first with money you inherit in Canada, from taxes to smart next steps.
Take the Next Step
Our team has acquired decades of experience specializing in providing quality financial advice in areas of financial planning, investments and insurance. Book a meeting with us to learn how we can help you with your finances.