Adam Folco, Cfp®
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Adam Folco, Cfp® Email & Phone Number

I help generate, and preserve the wealth of individuals, families, and business owners. at Investia Financial Services
Location: Brockville, Ontario, Canada 2 work roles 5 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 100%

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Current company
Role
I help generate, and preserve the wealth of individuals, families, and business owners.
Location
Brockville, Ontario, Canada
Company size

Who is Adam Folco, Cfp®? Overview

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Quick answer

Adam Folco, Cfp® is listed as I help generate, and preserve the wealth of individuals, families, and business owners. at Investia Financial Services, a company with 512 employees, based in Brockville, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Adam Folco, Cfp®.

Adam Folco, Cfp® previously worked as CERTIFIED FINANCIAL PLANNER® at Investia Financial Services and Financial Advisor, Certified Financial Planner® at Scotiabank. Adam Folco, Cfp® holds Certified Financial Planner® from Financial Planning Standards Council.

Company email context

Email format at Investia Financial Services

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Investia Financial Services

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Profile bio

About Adam Folco, Cfp®

Focused on generating, and preserving the wealth of individuals, families, and business owners.

Listed skills include Financial Planning, Investments, Customer Service, Investment Advisory, and 13 others.

Current workplace

Adam Folco, Cfp®'s current company

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Investia Financial Services
Investia Financial Services
I help generate, and preserve the wealth of individuals, families, and business owners.
canada
Website
Employees
512
AeroLeads page
2 roles

Adam Folco, Cfp® work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner®

Current

Brockville, ON

You've worked hard for your money, and we understand that. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you.

Oct 2011 - Present

Financial Advisor, Certified Financial Planner®

Brockville

Apr 2010 - Oct 2011
Team & coworkers

Colleagues at Investia Financial Services

Other employees you can reach at investia.ca. View company contacts for 512 employees →

5 education records

Adam Folco, Cfp® education

Certified Financial Planner®

Financial Planning Standards Council

Canadian Invesmtent Funds Course, Mutual Funds, Investments

Ific

Life, Accident & Sickness Insurance Licence, Life, Health, Disability Insurance

Llqp
FAQ

Frequently asked questions about Adam Folco, Cfp®

Quick answers generated from the profile data available on this page.

What company does Adam Folco, Cfp® work for?

Adam Folco, Cfp® works for Investia Financial Services.

What is Adam Folco, Cfp®'s role at Investia Financial Services?

Adam Folco, Cfp® is listed as I help generate, and preserve the wealth of individuals, families, and business owners. at Investia Financial Services.

Where is Adam Folco, Cfp® based?

Adam Folco, Cfp® is based in Brockville, Ontario, Canada while working with Investia Financial Services.

What companies has Adam Folco, Cfp® worked for?

Adam Folco, Cfp® has worked for Investia Financial Services and Scotiabank.

Who are Adam Folco, Cfp®'s colleagues at Investia Financial Services?

Adam Folco, Cfp®'s colleagues at Investia Financial Services include Mario Drolet, Albert Lok, Stephanie Vincec, Pmp, Mba, Hrag Tarakdjian, and Mark Compton.

How can I contact Adam Folco, Cfp®?

You can use AeroLeads to view verified contact signals for Adam Folco, Cfp® at Investia Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Adam Folco, Cfp® attend?

Adam Folco, Cfp® holds Certified Financial Planner® from Financial Planning Standards Council.

What skills is Adam Folco, Cfp® known for?

Adam Folco, Cfp® is listed with skills including Financial Planning, Investments, Customer Service, Investment Advisory, Estate Planning, Finance, Certified Financial Planner, and Financial Advisory.

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