Adam Underwood, B.A., CFP®

Adam Underwood, B.A. is a Certified Financial Planner, CFP® and has been working in the financial services field since 2000. He began his career as an independent financial security advisor before becoming a retirement and investment services manager for Great-West Life (now Canada 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.

In 2010, Life Long Planning Group Ltd was established, offering Canada Life solutions. Adam is specifically geared to investments and retirement planning.

He offers mutual funds through Quadrus Investment Services Ltd. and is licensed to sell insurance in Ontario & Newfoundland.

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