Led by Portfolio Manager Todd Adams, a seasoned professional with over 30 years in the investment industry, the Adams Investment Advisory Group helps clients prepare for whatever life brings through thoughtful financial planning and disciplined investing.
For the past 11 years at BMO Nesbitt Burns, Todd has worked closely with detail-oriented professionals—including engineers, educators, academics, executives, and business owners—to craft personalized strategies focused on retirement, tax efficiency, and long-term wealth planning.
Our All-Season Approach is designed to adapt to changing markets and life events. By focusing on the factors we can control—risk, cost, tax strategy, and comprehensive planning—we empower our clients to move forward with clarity and confidence.