Planning for Prosperity

We're here to help guide you through your financial journey, offering professional advice and guidance to help you navigate the complexities of financial planning.

Navigating Your Financial Journey

We offer a range of services that are designed to cater to all aspects of your financial experience. Whether you're laying the groundwork for retirement, seeking to safeguard your family's financial future with life, disability or critical illness insurance, or exploring investment opportunities, we tailor our services to meet your unique needs. Your financial future is not left to chance with our team; we guide you every step of the way.

Retirement Planning

Ensure a secure retirement with our dedicated retirement planning service. We work closely with you to understand your retirement aspirations and create a strategic plan that ensures a comfortable and financially secure retirement. Let us guide you on the path to a peaceful and prosperous retiree life.

Life, Disability, Critical Illness & Mortgage Insurance

Protect your loved ones with our comprehensive life, disability, critical illness, and mortgage insurance coverage. We understand that life is unpredictable, and our goal is to provide you with the financial security you need during uncertain times. Trust us to help safeguard your most valuable assets and provide peace of mind for your family's future.

Investments

Invest with confidence with our strategic investment management. We offer a wide range of investment options, tailored to your financial goals, risk tolerance, and time horizon. Our goal is to maximize your return on investments, while maintaining a balanced portfolio that aligns with your financial aspirations. Trust us to guide you in making informed investment decisions for a profitable financial future.

About Our Team

Our team comprises seasoned professionals with a wealth of experience in the financial sector. We share a common goal of helping you navigate your financial journey with ease and confidence. Our Financial Advisors are equipped with the expertise and dedication needed to tailor strategies to your unique financial goals. We don't just see you as a client - we see you as a partner in this journey towards your financial prosperity.

What Our Clients Say

"For nearly two decades, Kerry has expertly guided our financial journey, selecting tailored life insurance and investment products. He clearly understands our goals and has consistently met or exceeded our expectations. Kerry monitors and adjusts our investments diligently, providing personalized attention. His experienced team communicates effectively and delivers reliable service. I wholeheartedly recommend Kerry's services."

-H. D. P.

Feb 8, 2024

"We have used Adams Financial Group to manage our investments for retirement since 2011 and are very satisfied with the results. Kerry's well-researched strategy has helped us to reach our goals.  In addition, he has advised us on how to navigate the complexities of managing our money post retirement. Kerry is knowledgeable, hard-working, trustworthy, pleasant to deal with, and always available to answer our questions."

-J.B. & P.M.

Feb 14, 2024

Insights To Your Inbox

Stay up-to-date with the latest financial trends, insights, and expert advice by subscribing to our blog, the Adams' Minute.

Adams' Minute

Adams’ Minute is designed to provide our clients, both current and prospective, with commentary and insight — about economic, financial, business and life issues — that we think will interest you. We also include updates and news reports about community events that are making a contribution to the life and health of our local area in eastern Ontario. The items we post change frequently. Visit Adams’ Minute frequently to stay up to date.

Let the Buyer Beware

How to protect yourself before buying your home.

What is Life Insurance?

And how can it help my family?

Registered Retirement Income Funds

Converting to a RRIF @ age 71

Are You Ready to Start Investing?

There are many things to consider...

Find Comfort in Your Future

Experience the peace of mind that comes from a well-orchestrated financial strategy, paving a confident route to a stable and prosperous future.

Mutual funds, exempt market products and exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed on this website have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

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