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 and Associate Advisor at Steward Group – iA Private Wealth. I hold an Advanced Diploma in Financial Planning and am currently pursuing a Bachelor of Commerce (Honours) (part-time) in Financial Services to further strengthen my expertise.

Specializations

Financial Planning

Designation(s)

No items found.

Compensation Models

No items found.

Professional Associations

No items found.

Education

University

Assets Under Management

100,000,000-250,000,000

Practice Size

6 to 10

Investment License

Securities

Provinces Licensed (Investment)

Ontario
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