Adam W. Buss, Cfp® Rrc® Fcsi® Clu® Cim® Ciwm® Email and Phone Number
I am a seasoned financial professional with 20 years of experience working with client's financial goals and providing them with an exceptional experience. My passion is working with others to help them achieve their financial goals and dreams. My experience has also provided me opportunities to coach other staff to help their clients. My experience and credentials have developed my expertise in the following areas:- Estate & Succession Planning- Comprehensive Retirement Planning- Business Succession and contingency planning- Insurance Strategies- Investment Management & Analysis- Debt Management & Credit Underwriting- Cash Management & Budgeting Other Skills & Abilities:- Highly organized & Efficient- Hard working & Dependable- Ambitious & Team PlayerWhen I am not looking after our clients or working with the team, I love spending time on the tennis court, golf course or at the curling rink. I have had the opportunity to coach high performance junior curling camps and teams. My passion for photography & travel has also led me to experience 13 countries to date!I look forward to meeting with you to discuss how my team and I can help you make your financial goals and dreams a reality!
Castle Mortgage Network
View- Website:
- castlemortgagenetwork.ca
- Employees:
- 6
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Wealth & Estate Planning SpecialistCanaccord Genuity Wealth Management Canada Nov 2018 - PresentWinnipeg, Canada AreaProvides comprehensive professional financial planning and insurance solutions for Canaccord Clients. Including: estate planning, retirement planning, taxation, investment strategies and money management related to tax and planning factors and contingency planning.Areas: Outline your financial position as it stands, describe the alternatives and options open to you and make recommendations. Explore ways of increasing the value of your assets – for your benefit and for your beneficiaries. Estimate the tax liability on your holdings and estate. We look at various avenues for minimizing your tax liabilities. Review your will and business documents such as shareholder agreements. Examine the liquidity of your estate and determine if there is enough cash to pay final expenses and taxes from the assets that you have. This includes a review of life insurance and disability income insurance. Suggest ways to maximize your retirement income. Explore ways to reduce taxation through personal and/or business planning. Suggest options for business and farm succession planning.
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Mortgage SpecialistCastle Mortgage Network Jun 2019 - PresentWinnipeg, Manitoba, Canada
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Estate & Financial Planning SpecialistSun Life Financial May 2017 - Nov 2018Winnipeg, Canada AreaProvides professional financial planning for the Manitoba district including: estate planning, retirement planning, taxation, investment strategies and money management related to tax and planning factors and contingency planning.Areas: Outline your financial position as it stands, describe the alternatives and options open to you and make recommendations. Explore ways of increasing the value of your assets – for your benefit and for your beneficiaries. Estimate the tax liability on your holdings and estate. We look at various avenues for minimizing your tax liabilities. Review your will and business documents such as shareholder agreements. Examine the liquidity of your estate and determine if there is enough cash to pay final expenses and taxes from the assets that you have. This includes a review of life insurance and disability income insurance. Suggest ways to maximize your retirement income. Explore ways to reduce taxation through personal and/or business planning. Suggest options for business and farm succession planning. -
General ManagerCibc Apr 2016 - May 2017Dauphin, Manitoba, CanadaManage two branch operations in Dauphin and Grandview. Provide sales leadership and coaching to our sales team, financial advisor and service team to deepen client relationships and to provide a great customer service experience. Meet with clients to advise on estates, powers of attorneys and manage these for the branch. Coach & train sales team on Investment management, identifying client’s financial goals and putting proper plans in place to achieve them. Take on joint meetings with clients and advisor to create financial plans and deliver investment advice to clients. Resolve client objections and concerns and facilitate team training. Champion CIBC in the community & collaborate with business partners across the organization. -
Senior Financial AdvisorCibc Feb 2015 - Apr 2016895 Empress Street, Winnipeg,MbDedicated advisor for a portfolio of approximately 325 families. Providing unbiased financial advice in retirement planning, investments management, credit management, daily banking, succession planning and wealth protection. Working with clients to identify and prioritize their goals and create a comprehensive financial plan to achieve them. Coaching sales representatives on their client interaction/sales approach and identifying referral opportunities.
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Owner / PhotographerAdam Buss Photography Jan 2006 - Apr 2016Winnipeg, Canada AreaAdam Buss Photography specializes in sports team photography, real estate photography, weddings and portrait services. We are also able to provide scenic art for your place of business. www.adambussphotography.com
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Consumer Lending OfficerSteinbach Credit Union Feb 2009 - Jan 2015Provide the highest level of service to our members, meet with members to discuss debt management solutions and determine the best course of action. Adjudicating credit applications including mortgages, loans and LOC’s. Cross selling various products and services to meet the member's needs and discuss risk management strategies. Train staff members on new processes and help coach and mentor new lenders through the decision making process. Ensure members have an emergency fund in place and refer them to advisory services to discuss their investment management needs further.- Top Lender for business volume within Steinbach Credit Union for 3 years in a row- #10 in for CUMIS creditor insurance sales in Canada- Complete all staff lending requests for local and corporate staff -
Senior Member Service RepSteinbach Credit Union Jan 2005 - Feb 2009Provide the highest level of service to our members, attained senior MSR status, thorough knowledge of the Registered Products and various deposit services SCU offers, developed training programs and manuals, acting supervisor, coached newer staff members through member situations and trained new staff members on products and services- Merchant Services Rep – Headed up the merchant services and CAFT promotions, developed training manuals & programs and set the pricing for all branches profitability on these services.
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Commercial TellerSteinbach Credit Union Jul 2003 - Jan 2005
Adam W. Buss, Cfp® Rrc® Fcsi® Clu® Cim® Ciwm® Education Details
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Finance, General -
AdvocisAdvanced Concepts In Tax & Law For Personal Planning -
AdvocisTax & Legal Principles For Businesses And Their Owners
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AdvocisAdvanced Estate Planning
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Canadian Securities InstituteCertificate In Advanced Investment Strategies
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Canadian Securities InstituteGraduated
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Canadian Securities InstituteCertificate In Advanced Retirement Strategies
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Canadian Securities InstituteCompleted
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Canadian Securities InstituteCompleted
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Dale Carnagie CourseHonours
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Landmark Collegiate, MbHigh School Diploma, Honours
Frequently Asked Questions about Adam W. Buss, Cfp® Rrc® Fcsi® Clu® Cim® Ciwm®
What company does Adam W. Buss, Cfp® Rrc® Fcsi® Clu® Cim® Ciwm® work for?
Adam W. Buss, Cfp® Rrc® Fcsi® Clu® Cim® Ciwm® works for Castle Mortgage Network
What is Adam W. Buss, Cfp® Rrc® Fcsi® Clu® Cim® Ciwm®'s role at the current company?
Adam W. Buss, Cfp® Rrc® Fcsi® Clu® Cim® Ciwm®'s current role is Wealth & Estate Planning Specialist, Mortgage Specialist.
What schools did Adam W. Buss, Cfp® Rrc® Fcsi® Clu® Cim® Ciwm® attend?
Adam W. Buss, Cfp® Rrc® Fcsi® Clu® Cim® Ciwm® attended Athabasca University, Advocis, Advocis, Advocis, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Dale Carnagie Course, Landmark Collegiate, Mb.
Who are Adam W. Buss, Cfp® Rrc® Fcsi® Clu® Cim® Ciwm®'s colleagues?
Adam W. Buss, Cfp® Rrc® Fcsi® Clu® Cim® Ciwm®'s colleagues are David A. Wass, Branden Stevens, Terrin Ramsey.
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