Financial choices that make sense.

Because your future matters.

A future that matters.

Life can be complicated.

Your finances don't have to be.

We serve your business and family - together. We'll work with you to build a strong financial plan, with strategies and choices designed to help you enjoy your life and reach your goals.

We get it.

We're business owners too.

We'll help you manage your most important financial decisions by working together with tax and legal advisors.

Investment Management

Cash flow planning and tax efficient investment strategies for your family and your business

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Business and Employee Protection

From risk management and tax planning, to group plans, benefit packages, critical illness, life insurance and disability insurance*

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Retirement and Succession Planning

Retirement strategies, business succession planning, buy-sell funding, and creditor protection solutions*

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Family Protection

Debt management, travel and health coverage, life insurance*, and estate planning

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* Insurance products are provided through Adamson Wealth Group. Only services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
What We Do

The Adamson Wealth Team

Your finances are as important as our own. We strive to learn your story and what financial success means to you, your family, and your business.

Jessica Mann

CFP®
Associate Investment Advisor, Manager, Client Relations and Business Development

Terry Lynn Adamson

Director, Private Client Group, Senior Investment Advisor

Andrea Looker

CFP®, FMA
Associate Investment Advisor

John Adamson

Financial Planning Associate

Dylan Mann

Administrative Assistant
Our Team
Terry Lynn

Let's chat

Get in touch with us anytime. We'd love to hear from you.

Thank you! We'll be in touch soon.
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