Adams Wealth Advisory Inc.

We specialize in providing life insurance based strategies for the preservation of wealth and estate optimization of business leaders and their families. With over 4 decades of experience advising entrepreneurs and working with professionals in the areas of estate and succession planning.

Kelly Adams, B Comm, CLU, ChFC, CFP, FEA

Principal, Trusted Advisor

Kelly received his Bachelor of Commerce from Saint Mary’s University in 1977 and in May of that year he joined the financial services industry.  At the age of 26 Kelly was appointed general manager for Nova Scotia of one of Canada’s leading insurance companies. At the age of 29 he became general manager for Manulife Financial for Nova Scotia and Newfoundland from 1985 to 1999.  In 2000, Kelly founded Barrington Wealth Partners Inc.  Barrington Wealth Partners Inc. is a national company with 36 offices from Halifax to Vancouver.  Barrington is recognized throughout Canada for its expertise in estate and succession planning for high net worth clients.

Kelly is licensed in Nova Scotia, Ontario, New Brunswick and Newfoundland, and has built a strong reputation working with chartered accountants and law firms throughout Eastern Canada.  As a completely independent insurance broker, Kelly’s firm is directly contracted with 12 National Life Insurance carriers.

Kelly’s professional designations include Chartered Life Underwriter (CLU); Certified Financial Planner (CFP); Chartered Financial Consultant (ChFC); and FamilyEnterprise Advisor (FEA).   He is a member of the National Family-Enterprise-Xchange (FEX) and is a Certified Family Councilor with FEX. In December of 2012 Kelly also completed the Family Enterprise Advisor Program given by The Sauder School of Business of UBC. This past President of the Halifax Estate Planning Council has been a platform speaker throughout Canada on estate, life insurance and family succession planning.  His audiences have included The Canadian Barrister Association; Ontario and Atlantic Life Underwriters School; Toronto CLU chapter; STEP Atlantic (Society of Trust and Estate Practitioners) and numerous other professional and client forums including Hong Kong, Singapore and Manila in 1995.

Additionally, Kelly is a member of the Canadian Association of Insurance and Financial Advisors; the Chartered Life Underwriters Association of Canada; the Chartered Financial Planners Association of Canada; a member of the board of the National Conference for Advanced Life Underwriting (CALU). Chairman of the board of Barrington Wealth Partners Inc.  As of May of 2012 Kelly is a member of the Advisory Committee to the Centre for Family Businesses and Regional Prosperity Dalhousie University. Kelly is also volunteer board member of The Cobequid Community Health Centre Foundation, Board Chair 2015-2018.

Married to wife Sharon.  Proud parents of Rob, Chris, Michael and Andrew.

Chris Adams

Insurance Advisor

Chris joined Barrington Wealth Partners in 2012, after several years working in sales and sales support in the print industry. Chris spent the last 3 years in Ontario working with several of our partnering firms gaining more knowledge and experience. He has recently moved back to Nova Scotia to work alongside his father Kelly once again, & is currently studying for his PFA (Professional Financial Advisor) designation.

Andrew Adams

Financial Advisor

Andrew attended Acadia University, where he played varsity football and graduated in 2017 with a Bachelor of Business Administration with a Major in Marketing. After graduating he spent three years with John Hancock, working as a Case Manager dealing with the administration side of Life Insurance policies. Just recently receiving his life license, he decided to leave John Hancock to pursue an opportunity to work with his father and brother to make life insurance suck a little less.

Lori Guthro

Operations Manager

Lori oversees the day-to-day operations of Barrington Wealth Partners and runs our Insurance Division. She works directly with our clients and insurance carriers to oversee the underwriting and placement of all individual life insurance policies.  Lori is Life Licensed and has over 18 years experience within the insurance industry. Over the years she has developed valued relationships with many of the leading insurance carriers in Canada and relies on these key contacts to resolve complex underwriting and in-force policy service issues for our clients.

Lori has been with Barrington Wealth Partners since it was formed in 2000.  Before that time she worked for several years at Manulife Financial’s Atlantic Resource Centre in Halifax, where her focus was primarily on marketing, product sales and policy owner service.

Today, in addition to the above, she works with Kelly to assist in the planning, development and implementation of our individualized estate and succession plans.