Adrian has over 25 years of experience in the financial services industry working with high-net-worth clients both domestically and internationally. He has extensive experience providing affluent families with comprehensive planning advice, to assist with their complex financial needs. Strategies focused on management, preservation, and transfer of wealth, including protection strategies, investment management, foreign exchange, collateralized lending, and trading equities and fixed income in global markets.
As an Investment Counsellor at Manulife Private Wealth, Adrian provides discretionary investment management for affluent families, their corporations and charitable foundations. Taking insights gathered from world events and the economy, he identifies global solutions for clients before construction and implementation of investment portfolios.
Prior to Manulife, Adrian spent 10 years with UBS (Canada), providing high and ultra-high-net-worth families with expertise, insight and a balance of innovative solutions with a focus in addressing complex wealth challenges utilizing global solutions and an exceptional level of service. This included a wide range of experience in Global Equities and Fixed Income, including Hedge Funds, Structured Products, Foreign Exchange, Private Equity and Commodities. During his time at UBS, Adrian was also Director and Regional Head of Ontario, responsible for leading a team of 12 Senior Private Wealth Managers and associates, focusing on high-net-worth Canadian families.
A graduate of Western University, Adrian also holds the CFP®, CIM® and FCSI® designations and is registered as an Advising Representative and Dealing Representative with provincial regulators across Canada.
Away from the office, Adrian has coached both hockey and soccer at the minor sports level and has also been involved with various charitable organizations. Adrian is fluent in Italian.