Adam Jenkins

Financial Advisor

Areas of Specialization:

  • Personal Financial Planning
  • Retirement Planning
  • RRSP’s, TFSA’s & RESP’s
  • Mutual Funds
  • Life, Disability & Health Insurance
  • Segregated Funds

Adam is a long-time resident of Kingston and the surrounding area. After graduating from LaSalle Secondary School, he attended St. Lawrence College, where he honed his skills in business management and marketing. Adam applied his newly found skills towards the financial services industry, where he began his career with Empire Life. While at Empire Life, Adam studied personal finance and obtained his level 1 of the fellow, Life Management Institute designation. He then obtained his life license and mutual funds registration and practices at Investment Planning Counsel Downtown Kingston He continues to study towards obtaining his Certified Financial Planner designation.

Adam is an avid golfer, and loves anything to do with the outdoors. He enjoys traveling and spending quality time with his family. Adam is an active member at many community events including the annual Kingston community toy drive.

Adam believes that a financial plan must reflect his client’s life goals: whether purchasing their first home, financing a child’s college education or planning for retirement. He believes a custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable that everything is moving forward according to plan.

 

Insurance products offered under the personal life insurance license of Adam Jenkins