Adrian is a Senior Partner with Rockmoor Wealth Management and specializes in advanced corporate wealth planning solutions. Adrian is a Certified Financial Planner (CFP), a Fellow of the Canadian Securities Institute (FCSI), a Financial Management Advisor (FMA) and a Certified Executor Advisor (CEA).
Having worked in the financial services industry since 1987, Adrian has comprehensive experience in helping his business and farm clients and their accounting and legal professionals establish a foundation from which a fair and equitable family business or farm transition process can begin while securing their family wealth and legacy.
Adrian comes from a family business background. He grew up on a dairy farm on Nicomen Island near Mission, B.C., and has immediate family and relatives operating dairy, poultry and crop farms.
Having gone through a poorly executed farm succession process with his own family, Adrian uses his comprehensive wealth advisory experience to help business and farm families avoid the mistakes his father made.
Adrian lives in Abbotsford, BC with his wife Anne and youngest daughter Mikaela. Adrian has two adult daughters; Vanessa who lives in Abbotsford BC. and Mandy who lives in Kimberly, BC.
Adrian is the Fraser Valley Chapter Chair of the Canadian Association of Farm Advisors (CAFA) and member of the Estate Planning Council of Abbotsford.
Adrian is also the author of four books on the topics of wealth management, business succession planning and farm succession planning. His books are available on Amazon.ca.