Skip to main content

Life Long Planning Group Ltd.

Life Long Planning Group Ltd
1350 Fisher St, Suite 109
North Bay ON P1B 2H1

Phone: 705-472-7790
Fax: 705-494-7845

adam.underwood@f55f.com
kelly.mcquoid@f55f.com

  •  
  •  
  •  

Life Long Planning Group Ltd.

  • Home
  • About 
    • Our Team
  • How We Work 
    • Life Stages
    • The Four Cornerstones Of Financial Security Planning
  • Products and Services 
    • Businesses
    • Individuals and Families
  • Resources
  • Testimonials
  • Investment Commentary
  • Client Login
  • Contact

    You are here

  1. Home
  2. Adam Underwood, B.A.

Adam Underwood, B.A.

Photo of team member
Adam Underwood, B.A.

Financial Security Advisor
Investment Representative

Life Long Planning Group Ltd.

Adam Underwood, BA, has been in financial services since 2000. He began his career as an independent financial security advisor before becoming retirement and investment services manager for Great-West Life in Northern Ontario. This role allowed him to assist in creating and developing financial security plans for clients of more than 100 financial security advisors. In 2008, Adam joined Freedom 55 Financial as a financial security advisor offering specialized financial security advice concerning retirement planning and investment reviews.

Also in 2008, Adam partnered with Jennifer Hayes Demarco. Three years later the practice incorporated and is now known as Life Long Planning Group Ltd, offering Freedom 55 Financial solutions specifically geared to retirement planning. In 2012, Jennifer Hayes Demarco retired, and Adam became partners with Kelly McQuoid in Life Long Planning Group Ltd. Adam and Kelly welcomed a new partner in 2016 – Michael Wellard added his leadership and financial security planning skills to the executive level.

Adam holds a Bachelor of Arts degree from Laurentian University. He offers mutual funds through Quadrus Investment Services Ltd. and is licensed to sell insurance in Ontario. Adam is an active member of Advocis, the Financial Advisors Association of Canada, and adheres to their high standards of conduct and strict ethical guidelines. Adam is currently working towards his Certified Financial Planner designation.

Adam is passionate about helping people attain the financial security they’ve always wanted by developing financial security plans suited to each individual circumstance. His common sense approach to finances combined with his ability to simplify and relay complex financial matters helps his clients to implement their financial security plan.

Adam looks forward to working with you and continuing to build solid financial foundations for his clients.

Read Disclosures

Products & Services

For Businesses

  • Protecting your business
  • Protecting your employees
  • Solutions Banking

For Individuals and Families

  • Investment products
  • Insurance products

Book a Meeting

Tell a Friend

Looking to learn more?

Get in touch today

Contact Us

Contact info

North Bay Location
1350 Fisher St, Suite 109
North Bay, ON
P1B 2H1 CA

Office: (705) 472-7790
Adam: Ext. 4287, Kelly: Ext. 4245
Fax: (705) 494-7845

Email: adam.underwood@f55f.com
Email: kelly.mcquoid@f55f.com

Timmins Location
273 Third Ave., Suite 205,
Timmins, ON
P4N 1E2 CA

Office: (705) 531-5555, Ext. 5551
Fax: (705) 531-0055

Contact us

The information on this website is intended for residents of Ontario only.

Click here to view legal, copyright and trademark information

Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design and Quadrus Group of Funds are trademarks of Quadrus Investment Services Ltd. used with permission.

* The use of e-mail is not a secure medium and personal information should be transmitted by more secure means.

Representing Freedom 55 Financial, a division of London Life Insurance Company

© 2021 Life Long Planning Group Ltd.. All rights reserved.

Website Design For Financial Services Professionals