Adam Hoffman
Family Wealth Strategist @Simple
Calgary, AB, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 2024 — Present
Family Wealth Strategist @Simple
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CA
Simple provides a suite of technology-driven solutions that empower the next generation of family offices. Our team of bright people dotted around the globe craft simple solutions for the complex scenarios businesses face every day.(Adam adds: I love their efficient platform and premium membership service)
EDUCATION
N/A
Ivey Business School at Western University
HBA, LL.B, Business Administration, Law, Tax
N/A
STEP Canada | The Society of Trust and Estate Practitioners (Canada)
Trust and Estate Planner designation
N/A
Chartered Professional Accountants of Canada (CPA Canada)
In-Depth Tax
SKILLS
Strategic PlanningDue DiligenceTrustsBusiness StrategyCivil LitigationCommercial LitigationMergersCorporate GovernanceContract NegotiationLegal WritingLitigationLegal ResearchNegotiationLeasesMergers & AcquisitionsSecurities RegulationEstate PlanningTaxCorporate LawTax Law
ABOUT ADAM HOFFMAN
How can we all be great with wealth? Investors and investment professionals alike can do…
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