supplied
Adam Slumskie, CIM, Senior Wealth Advisor, Portfolio Manager
CIBC Wood Gundy
530 Queen St E, Suite 100, Sault Ste Marie, Ontario, P6A 2A1
Team Assets (Custodied)
$424-million
Typical Size of Household Accounts
$1-million -
$10-million
Minimum Account Size for New Business
$1-million
Typical Net-Worth of Relationships
$1.5-million -
$50-million
Adam Slumskie is a senior wealth advisor and portfolio manager with the Intrinsic Financial Group at CIBC Wood Gundy and began his career with CIBC Private Wealth in 2008. He is responsible for the management of the team’s discretionary portfolios, along with individual client and corporate accounts. Adam takes pride in building wealth for his clients, and ensuring they have a plan in place to enjoy it.
Adam excels at solving complex financial situations, and finding solutions to help ensure clients are comfortable and prosperous at every stage of life. He works with generations of affluent families in managing their assets, planning for their future, and creating a seamless legacy transfer to the next generation. Adam and his team are driven by the same core belief that client needs always come first.
He holds the Chartered Investment Manager designation from the Canadian Securities Institute, along with an Honours Bachelor of Business Administration with a major in Corporate Finance from Wilfrid Laurier University.
Adam believes in the importance of providing all children with the tools they need to succeed in life, and is an annual supporter of the Easter Seals Telethon. He has made generous donations to the Sault Area Hospital Pediatrics Centre, Thrive Child Development Centre, and many other children’s charities.
Advertising feature produced by Globe Content Studio. The Globe’s editorial department was not involved.