Brian P. Adams, CLU, CH.F.C.
Financial Advisor at Ecivda Financial Planning Boutique- Claim this Profile
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English Native or bilingual proficiency
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French Limited working proficiency
Topline Score
Bio
John Swettenham
Brian uses strong analytics drive good portfolio decisions and goes out of his way to understand his customers to ensure his recommendations are the right ones for them.
John Swettenham
Brian uses strong analytics drive good portfolio decisions and goes out of his way to understand his customers to ensure his recommendations are the right ones for them.
John Swettenham
Brian uses strong analytics drive good portfolio decisions and goes out of his way to understand his customers to ensure his recommendations are the right ones for them.
John Swettenham
Brian uses strong analytics drive good portfolio decisions and goes out of his way to understand his customers to ensure his recommendations are the right ones for them.
Credentials
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Chartered Life Underwriter (CLU)
AdvocisJan, 1984- Nov, 2024 -
Chartered Financial Consultant (CH.F.C.)
AdvocisJan, 1978- Nov, 2024
Experience
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Ecivda Financial Planning Boutique
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Canada
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Oct 2007 - Present
Ecivda is one of Ottawa’s leading financial planning firms. As the firm’s President and a Financial Advisor, my goal is to build long-term relationships with executives and their families by building trust and providing reliable financial advice. When we work together, I take the time to understand your individual needs. I want to help you manage your finances and achieve your personal goals. I specialize in helping clients improve their financial life today and create long-term wealth for tomorrow. I will help you with investment management, insurance and risk solutions, tax strategies, retirement income, employer benefits and retirement savings.
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London Life
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Insurance
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700 & Above Employee
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Financial Advisor
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Jun 1973 - Oct 2007
For more than a century, three great companies – Great-West Life, London Life and Canada Life – have helped Canadians take care of the things that matter most. As a Financial Advisor, I helped clients plan for retirement, make smart investment choices, take advantage of their employer benefits package and manage risk through insurance solutions. As of Jan. 1, 2020, London Life is a division of Canada Life. For more than a century, three great companies – Great-West Life, London Life and Canada Life – have helped Canadians take care of the things that matter most. As a Financial Advisor, I helped clients plan for retirement, make smart investment choices, take advantage of their employer benefits package and manage risk through insurance solutions. As of Jan. 1, 2020, London Life is a division of Canada Life.
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Education
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1970 - 1971
Brock University
Psychology
Community
