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
2026 Financial Calendar
Managing your finances effectively begins with staying informed about important dates and deadlines throughout the year. This comprehensive guide outlines key financial milestones, including tax deadlines, benefit payment schedules, and contribution opportunities, to help you stay organized and on track. Whether you’re planning for tax season, reviewing your investments, or ensuring timely payments, this calendar provides everything you need to navigate the year with confidence. Take a moment to familiarize yourself with these essential details and set yourself up for a smooth and successful 2026.
2025 Year-End Tax Tips and Strategies for Business Owners
As 2025 wraps up, it’s time for business owners to focus on smart year-end tax strategies. Learn how to manage cash flow, balance salary and dividends, and take advantage of deductions and credits before December 31.
2025 Personal Year End Tax Tips
The end of 2025 is the perfect time to get organized and take advantage of key tax-saving opportunities. From RRSPs and TFSAs to family credits and student benefits, these practical year-end tips can help you save money and prepare for tax season with confidence.
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.