Adam Slumskie, CIM
Adam is a Senior Wealth Advisor and Portfolio Manager with the Intrinsic Financial Group. He is responsible for the management of the team’s discretionary portfolios, along with individual client and corporate accounts. He takes pride in not only building wealth for our clients, but ensuring they have a plan in place to enjoy it.
Adam began his career with CIBC Private Wealth in 2008. He was recently named one of the Top Wealth Advisors in Canada by Shook Research and the Globe and Mail in 2021. Adam holds the Chartered Investment Manager designation from the Canadian Securities Institute, along with an Honours Bachelor of Business Administration degree with a major in Corporate Finance from Wilfrid Laurier University.
Adam believes in the importance of providing all children with the tools they need to succeed in life, and is an annual supporter of the Easter Seals Telethon among many other children’s charities. He enjoys traveling and spending summers at his family cottage with his wife, Marla, and their two children, Grace and Leo.
Greg is a veteran in the investment industry and has been with CIBC since the onset of his career spanning over 35 years. His planning, logical thinking skills, and in-depth knowledge of the various market cycles help guide the direction and overall strategy of client portfolios. Greg has extensive experience in the capital market and debt financing side of the advisory business, which is a major asset to our clients. He takes great pride in the performance of each client’s portfolio and is always available to discuss their investment strategy and provide his views on the market. Greg obtained a Bachelor of Science degree majoring in Finance and Economics from Lake Superior State University.
In his down time, he enjoys spending time at his cottage with family and friends.
Jessica D’Angelo, CIM®
Jessica specializes in putting together financial plans for our clients, as well as conducting investment research and portfolio management. She works closely with Adam and Greg to ensure our portfolios contain the best investments, and creates detailed plans so that our clients can have peace of mind knowing that they can achieve their financial goals. Jessica will take the time to understand what is important to you, and build a personal connection that goes beyond analyzing the numbers.
She has been in the financial industry since 2011 and joined the Intrinsic Financial Group in 2017. She holds the Chartered Investment Manager (CIM ®) designation and has an in-depth knowledge on a range of financial topics. She holds a Bachelor of Science degree in Chemistry from the University of Waterloo, and is working towards getting her Certified Financial Planner designation.
Jessica was born and raised in Sault Ste. Marie and has a strong sense of loyalty to her community. She has a competitive drive and loves to be active, so when she is not at the office, you will find her on the hockey rink or soccer field. She also enjoys a cozy night at camp with her fiancé or having a glass of Merlot with friends.
Andrew joined the Intrinsic Financial Group in 2020. His background includes over 5 years as a payroll administrator and accounting assistant for a large local manufacturing company. Prior to this, Andrew completed his Bachelor of Commerce Degree from the University of Ottawa with a Specialization in Finance. He has long term aspirations in wealth management and a passion for the industry. He is responsible for client services, investment research and trading, along with analysis of client portfolios. Andrew’s attention to detail and dedication to providing exceptional service are a major asset to our clients and our team.
Outside the office, he enjoys playing hockey and baseball, traveling, sampling different food and wines, and spending time with his fiancé, Tiana.
Nancy Bird, BA
Nancy joined the Intrinsic Financial Group in 2018. Nancy has been in the financial industry since 2012, with experience working for a major accounting firm prior to that. She brings to the team an exceptional understanding of high-level client servicing and organizational skills with a keen eye for detail. Nancy is one of the initial contact points in the office, with responsibilities ranging from updating and preparing client documents, preparing tax and fee-based packages for clients, facilitating contributions, fund transfers and general client requests. She is here to help you with all your administrative needs. Nancy holds a bachelor’s degree in Administrative Studies, from Nipissing University, and has completed her Canadian Securities Course.
In her spare time, Nancy enjoys spending time outside with her family and Boston Terrier, Gilmour. You can find her at the baseball field, volleyball court, or running around Bellevue Park with her husband and daughter.
Miranda Scott, BA
Miranda joined the Intrinsic Financial Group in 2020 and adds over 10 years of executive administrative experience to the team. She is well versed in all aspects of the administrative process and will make sure that clients are well taken care of and that their needs are met along the way. Miranda is one of the first points of contact within our office, and her main focus is to provide exceptional client service and her attention detail ensures the utmost care and accuracy when it comes to her role. Miranda's upbeat and shining personality has helped her to build deep and personal connections with clients, and she always goes above and beyond to meet their individual needs.
Miranda is a mom of 2 and outside of work Miranda spends time with her family at the hockey rink or baseball field cheering on her favorite little athletes.