Adams Wealth Advisory Inc.- Kelly and Chris Adams
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Resources

Helpful Websites

GetSmarterAboutMoney.ca
Canada Revenue Agency
Canada Pension Plan 
Family Business Association
Family Enterprise Advisor
Employment and Social Development Canada
Canada Life & Health Insurance Association Inc. 

Canadian Financial News

Bloomberg
Canadian Business 
Financial Post 
Globe & Mail Report on Business
Globe Investor

Investment Account Information

RRSP (Registered Retirement Savings Plan)
RRIF (Registered Retirement Income Fund)
RESP (Registered Education Savings)
TFSA (Tax-Free Savings Account)
RDSP (Registered Disability Savings Plan)

Resources for Ages 55+

Old Age Security (OAS)
Information
Canada Pension Plan (CPP)
Information
Senior Tax and Benefit information
Seniors Canada website

Contact Us

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

Principal, Trusted Advisor

E: kelly@adamswealthadvisory.com

Chris Adams

Insurance Advisor
E: Chris@adamswealthadvisory.com

Andrew Adams

Financial Advisor
E: andrew@adamswealthadvisory.com

About

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.

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