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
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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.