CIM®
Wealth Advisor, Portfolio Manager
Craig Adams is a Senior Wealth Advisor and Portfolio Manager at Wellington-Altus Private Wealth. Craig has 20 years of experience in financial management, with the last eight years as a licensed Investment Advisor with the MP Wealth Advisory Team. His focus is on providing financial solutions for families, businesses and institutional investors. Craig currently holds a certificate in Advanced Investment Advice as well as the Chartered Investment Manager CIM® designation. He lives in Trail, BC with his wife and children.
Please call Craig today to discuss how both he and the team at MP Wealth Advisory can help you achieve your financial goals.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.