Adam Brown

Managing Director - Wealth Advisory @Veritable Wealth Partners

Burlington, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2020 — Present

Managing Director - Wealth Advisory @Veritable Wealth Partners

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EDUCATION

N/A

Western University

Bachelor of Arts (B.A.)

N/A

The Wharton School

Business

SKILLS

Tax MinimizationFinanceRelationship ManagementStrategic Financial PlanningMortgage LendingFinancial AdvisoryMutual FundsMortgage PlanningRisk ManagementPensionsRetirement PlanningWealth ManagementFinancial AnalysisInsuranceEstate PlanningFinancial ServicesInvestments

ABOUT ADAM BROWN

Managing Director, Wealth Advisory - Providing wealth planning and integrated investment solutions to businesses and families with complex needs.

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