Adrian joined Manulife Private Wealth as an Investment Counsellor in 2016. With almost 30 years of experience, he specializes in assisting high-net-worth families domestically and internationally. His extensive knowledge provides affluent families with comprehensive planning advice to help with their complex financial needs.
In providing discretionary investment management for families, corporations, and charitable foundations, Adrian takes a holistic view of finances, ranging from executive compensation and multigenerational wealth transfer, to liquidity events and charitable giving. Using a combination of Manulife’s global capabilities alongside local expertise, he identifies investment opportunities and leverages Manulife’s proprietary risk management and asset allocation process to build customized portfolios unique to you. From there, Adrian structures a customized goals-based advice solution and manages your portfolios’ target on a regular basis.
Prior to Manulife, Adrian was Director and Regional Head (Ontario) at UBS, responsible for leading a group of Senior Private Wealth Managers and Associates, focusing on high-net-worth Canadian families. He provided some of the nation’s wealthiest families with specialized advice addressing complex wealth challenges, including investment management, trust and estate planning, family governance and wealth education. Adrian has a knowledgeable background in Global Equities and Fixed income, Private Equity, Foreign Exchange Forwards, Equity Options and Structured Products.
A graduate of Western University, Adrian holds the CFP, CIM and obtained the FCSI designation in 1994. He is registered as an Advising Representative and Dealing Representative with provincial regulators across Ontario, New Brunswick, Nova Scotia, Newfoundland and Labrador.
Away from the office, Adrian has coached in numerous minor sports organizations in the community and is involved with various charitable organizations.
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