Adam Seeto, Cfa, Mba, Cea, Ris Email & Phone Number

I help my clients manage their time, energy and most importantly their money so they can achieve their personal goals. Unlike other financial advisors, I have a client first approach. For example, I have a process to help my clients define their values, clarify their goals, understand their situation. I then create a comprehensive plan and provide a simple checklist that they can follow to achieve their goals. See the benefits below in the Recommendations.Do you have something you'd like to discuss? Let's connect!

Listed skills include Leadership, Microsoft Excel, Strategic Planning, Analytics, and 23 others.

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  Financial Advisor

  Sterling Mutuals Inc.

  Nov 2014 - Present - Toronto, Canada

  As a professional Financial Advisor, I work with you and your family to provide solutions and strategies to reach your financial goals.Since 1991, our team has expertise in the following:- Retirement savings planning- Children’s education savings plan- Disability savings plan and Disability Tax Credit- Purchasing a first home- Understanding your pension plan and options- Estate planning- Personal tax planning and filing of taxes- Insurance needs including Life, Disability, Critical Illness and Travel Emergency Medical- Socially Responsible Investing optionsOur team services over 350 families when it comes to providing financial planning, insurance, investments and tax services. Want to see some proof as to how we can help? Have a look at a few of the reports I use to help my clients reach their financial goals: http://enrichfinancial.ca/sample-reports/Investment Licensed: http://www.securities-administrators.ca/nrs/nrsearchprep.aspxInsurance Licensed: http://alias2a.fsco.gov.on.ca/ShowAgent.aspx?id=14139895%20&ci=_EN&src=intCFA charterholder:https://directory.cfainstitute.org/profile/D529F1EB9947A9425A451259BE26B546E91CEDC0?event=memberDirectoryProfileView