Adam Payne, Cfa Email & Phone Number

Calgary, Ab, Ca

Calgary, Alberta, Ca

Calgary, Alberta, Ca

Calgary, Alberta, Ca

As a Wealth Counsellor at Kinsted, Adam is part of a team comprised of CFAs and MBAs, who all have proven track records in the financial services industry. Whatever mix of investments makes the most sense for your money that’s where we’re going to put it. Or as the industry likes to put it, we operate an open architecture investment framework. We believe in capital preservation with responsible growth, keeping the industry jargon to a minimum, and being fully transparent all the time.Adam also assists the company in the role of Chief Operating Officer, and Compliance Officer. These roles are based around helping Kinsted Wealth focus and execute on it's vision of delivering wealth counselling better than it has ever been done before.

Calgary, Alberta, Ca

As a Wealth Counsellor at Kinsted, Adam is part of a team comprised of CFAs and MBAs, who all have proven track records in the financial services industry. Whatever mix of investments makes the most sense for your money that’s where we’re going to put it. Or as the industry likes to put it, we operate an open architecture investment framework. We believe in capital preservation with responsible growth, keeping the industry jargon to a minimum, being fully transparent all the time, keeping our pencils sharp and our egos in check.As the Compliance Officer, Adam works with the Chief Compliance Officer to ensure that Kinsted is following all regulations and continues to act in the best interest of our clients.

Calgary, Alberta, Ca

I work with clients and their other professional advisors to understand what is important to them and what their goals are so we can construct a portfolio that works for them. I simplify clients lives by managing the client's financial assets and doing the leg work required to understand the market. I am also part of the investment committee, involved in researching and proposing new opportunities for client portfolios, and involved in the operations of the firm and trading of client portfolios.

Calgary, Alberta, Ca

I work with clients and their other professional advisors to understand what is important to them and what their goals are so we can construct a portfolio that works for them. I simplify clients lives by managing the client's financial assets and doing the leg work required to understand the market. I also:• Act as part of the investment committee to find new opportunities, evaluate current investments and develop strategy based on industry outlook• Monitor and control cash flows and balances in client accounts• Generate and execute firm wide and client specific trades • Assist in firm operations by developing and maintaining internal computer systems

Calgary, Alberta, Ca

• Act as part of the investment committee to find new opportunities, evaluate current investments and develop strategy based on industry outlook• Monitor and control cash flows and balances in client accounts• Assist Portfolio Managers in generating and executing firm wide and client specific trades • Assist in firm operations by developing and maintaining internal computer systems

Calgary, Ab, Ca

Worked with the leadership of an award winning financial planning, estate planning, and group benefits provider to bring solutions to clients and help them prepare for the future. I cleared obstacles, set up systems, and processes so the team could do their jobs.

Calgary, Ab, Ca

Worked with the President and leadership team to combine operations of Kinsted and Sagium as they entered a strategic partnership.

Provo, Ut, Us

During 2 consecutive summers I worked as an alarm technician. My role included solidifying new sales, collaborating with the client on their security needs, planning out a security solution, and installing the new alarm system in a professional and courteous way.