A Trusted Team

Led by Kerry Adams, the Adams Financial Group is a team of dedicated and exceptionally knowledgeable professionals who live and work in eastern Ontario.

Kerry, founder of Adams Financial, talking to a client.

Financial Guidance You Can Trust

Building a robust financial future isn't a piecemeal process. Rather, it demands a harmonious integration of every financial aspect - investments, taxation, retirement savings, and insurance - into a comprehensive and cohesive plan. At the heart of every flourishing wealth and investment strategy lies a meticulously crafted blueprint. And that's exactly what we commit ourselves to create for you.

Adams Financial team photo.
Adams Financial tree icon in full colour: brown trunk, green leaves, and red apples.

Personalized Financial Advice

We offer personalized advice tailored to your unique financial goals and needs. You can expect custom-made retirement plans, including income and retirement strategies, and the integration of insurance planning to protect you along your journey.  We guide you through it all.

Adams Financial tree icon in full colour: brown trunk, green leaves, and red apples.

Transparency and Integrity

We believe in absolute transparency and uphold the highest standards of integrity. With our team, you can anticipate clear and consistent communication about your financial status and the strategies we are employing.

Adams Financial tree icon in full colour: brown trunk, green leaves, and red apples.

Dedicated Service

Our team is not just dedicated to helping you achieve financial prosperity, we are passionate about it. You can expect unwavering dedication and professional service that goes the extra mile to ensure your financial success.

Meet Our Dedicated Team

Acting for individuals, families, executives, professionals and business owners, we are completely committed to the financial health, prosperity and long-term security of the clients we serve.

Our Core Values

At the heart of our firm lie our core values that steer our approach to financial planning.

Adams Financial tree icon in full colour: brown trunk, green leaves, and red apples.

Transparency

Transparency ensures that our clients have a clear understanding of their financial status and the strategies employed.

Adams Financial tree icon in full colour: brown trunk, green leaves, and red apples.

Respect

Respect underscores our approach to treat every client as a valued partner.

Adams Financial tree icon in full colour: brown trunk, green leaves, and red apples.

Integrity

Integrity guides our actions, ensuring we adhere to the highest standards of ethical conduct.

Adams Financial tree icon in full colour: brown trunk, green leaves, and red apples.

Dedication

Dedication underscores our commitment to helping our clients achieve financial prosperity.

Adams Financial tree icon in full colour: brown trunk, green leaves, and red apples.

Excellence

Excellence drives us to continually enhance our service delivery, ensuring our clients receive top-tier financial advice and services.

Find Comfort in Your Future

Experience the peace of mind that comes from a well-orchestrated financial strategy, paving a confident route to a stable and prosperous future.

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