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Adam Chapman financial advisor
– moneysense.ca
Meet Adam Chapman
Adam Chapman jokes that he’s a financial planner who helps people spend money—not save it. And, thanks to his love for afternoon tea, Chapman has worked with people from generations older than him for nearly 20 years. No matter how much wealth his clients have achieved before retirement, they all struggle to freely use their money.
That’s why Chapman’s practice focuses on retiree behaviour as much as it does on the technical aspects of retirement income planning. He works so that his clients do not miss out on the retired life they promised themselves, by making retirement spending feel as good as they believed it would.
His clients don’t just spend more—they live more, give more and do more with the time they have left.
Services• Financial Planning• Investment Planning & Implementation• Insurance Planning & ImplementationSpecializations• Investment Management• Retirement Income Planning• PensionsPayment Model• Fees paid by clients based on assets managed by advisor• Fees paid by clients for advice (not based on assets)Languages written and spoken• English
What are three services that are unique to you?
“Layering tax-effective retirement income, securing income sources people can’t outlive, and coaching retirees to spend with confidence…
