Adam Underwood, B.A.
Financial Security Advisor
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.