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.
Latest News
Tax Tips for Filing Your 2024 Income Tax Return
Get ahead of tax season! Discover what’s new for 2024—from increased CPP contributions and Home Buyers’ Plan changes to key deductions and credits. Maximize your refund and avoid costly mistakes.
Bank of Canada Announces Interest Rate Cut Amid Economic Uncertainty
The Bank of Canada has cut interest rates to 2.75%, reflecting ongoing economic challenges and trade uncertainties.
Market volatility is normal, but staying disciplined and diversified helps manage risk over the long term.
If you have questions or concerns, please reach out—we’re here to help.
#BankOfCanada #InterestRates #MarketVolatility #FinancialWellbeing
2025 Canadian Controlled Private Corporation Tax Rates
Stay updated on 2024-2025 Canadian corporate tax rates for CCPCs. Small business rates start at 9%, active business varies, and investment income is 38.7%.

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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.