Member

Adam Steckly

Cambridge

Steward Group

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Adam Steckly

Member Bio

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I'm an Associate Advisor at Shaw Investment & Insurance Solutions, driven by a passion for financial empowerment. Committed to becoming a world-class practitioner, I thrive on crafting tailored solutions for clients' investment and insurance needs. With integrity and innovation as my compass, I aim to exceed expectations and set new standards of excellence in the financial advisory realm.

I am a QAFP professional working as a Client Service Coordinator at Steward Group - IA Private Wealth. I am currently pursuing my Bachelor of Commerce (Honours) in Financial Services to build upon my advanced diploma in financial planning.

Specializations

Financial Planning

Designation(s)

No items found.

Compensation Models

No items found.

Professional Associations

Advocis

Education

University

Assets Under Management

100,000,000-250,000,000

Practice Size

6 to 10

Investment License

None

Provinces Licensed (Investment)

Ontario
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