Adam Beach, Financial Life Advisor

Adam Beach is a Calgary-based Financial Life Advisor who works with individuals to help them feel fulfilled and free in and around their finances.

Adam enjoys working with clients to determine their financial goals and look at the steps necessary to achieve them. He serves a diverse client base of business owners, professionals and their families.

Specialities:

Providing Investment portfolio reviews, retirement 'stress-tests', both with registered and unregistered assets.

Insurance solutions include:

Life Insurance - from mortgage protection and income replacement, to estate planning and charitable considerations.

Critical Illness protection for individuals and companies. Some of these plans allow for you to receive all your money back if you don't claim on them.

Disability insurance plans for individuals and business owners

Group Insurance for small to medium sized companies

Office Overhead Insurance for professionals and business owners

Business Insurance for key employees and funding buy /sell agreements

Mortgage solutions and banking products are through Manulife
Bank. www. manulifeone. ca

Adam currently hold the following designations:

Certified Health Insurance Specialist (CHS) and is completing the Certified Financial Planner designation (CFP).