Adam McInroy joins Two Nobodys for a conversation about financial planning, the challenging job of consulting on other people's wealth especially when equity markets dropped in March 2020. This is a wide ranging conversation covering, health, fitness, investing, and financial planning.
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Website: https://advisor.investorsgroup.com/en/adam_mcinroy
Adam McInroy, CFP, CLU is an Executive Financial Consultant with one of the largest asset managers in Canada. He and his family live in Peterborough, Ontario. After attending the University of Waterloo and obtaining his BSc in Kinesiology, Adam began working for a large US based company in downtown Toronto. After a year with that employer Adam moved to Peterborough to work for a large international company in their Health and Safety department. After several years and upon the birth of his son, Adam realized that his career, although great, was not one which he took pride in and was excited about doing for the next 30 years. After a lot of research and after further education, Adam changed careers into the work of Financial Planning.
Adam chose to build his practice with one of the largest asset managers in Canada and is ranked in the top 10 asset managers globally. Due to the ability to focus beyond a portfolio and truly look at a comprehensive financial picture to maximize a clients return on life.
He has continued to further his education and achieved the internationally recognized designation as a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU).
Outside of the office, Adam is actively involved in his community, whether coaching his daughters soccer team, volunteering with multiple charities, doing canoe trips with his son or training at his local BJJ club, Adam is constantly seeking to improve himself, his family and the community in which Adam serves.
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