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 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 plans for clients of more than 100 financial advisors. In 2008, Adam joined Freedom 55 Financial as a financial advisor offering specialized financial advice concerning retirement planning and investment reviews.

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

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 plan.

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