Leading the team, Adam is responsible for our Investment Strategy. Adam works directly with clients to craft their individual Investment Policy Statements, and is responsible for account-level execution of our strategy.

Adam has worked in the industry since 2010. Adam has a Bachelor of Political Science from the University of Toronto, and was in the first class of the International and Business and Technology (IBT) Program. Adam is a industry registered Portfolio Manager, holds the Chartered Investment Manager (CIM®) designation, and has achieved a certificate in Advanced Investment Advice. 

Adam and his wife Kimberly have 3 young children, and are actively involved in the community. Adam is an avid reader on politics, history and economics, and is long time subscriber to the Economist.

Nadine is a graduate of the University of Waterloo with a B.Sc in Kinesiology. She joined the Woodstock branch in 2004 and has been involved in various positions over the years. Her knowledge and expertise provides clients with the reassurance that their needs will be handled in a prompt and efficient manner. Nadine has completed the requirements to become a Certified Executor Advisor (CEA).

Krista started in the Waterloo branch after graduating from Fanshawe College but has been with the Woodstock branch since 2007. She assists James Wilhelm with his clients. She also works alongside Adam Scot and his clients. She is available to help on any and all administrative questions.