Adrian has over 25 years of experience in the financial services industry working with high net worth clients both domestically and internationally. Providing his clients with comprehensive planning advice, Adrian leverages strategies focused on management, preservation and transfer of wealth.
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 the strongest most relevant global solutions for clients before construction and implementation of investment portfolios.
Prior to Manulife, Adrian worked with UBS Wealth Management (Canada) for 10 years, providing high and ultra-high net worth families with insight and innovative solutions to complex wealth challenges. This included a wide range of experience in Global Equities and Fixed Income, including Hedge Funds, Structured Products, Foreign Exchange, Private Equity and Commodities.
While at UBS, Adrian was also Director and Regional Head, 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 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.