Adrian joined Manulife Private Wealth as an investment counsellor in 2016.

With almost 30 years of experience, he specializes in assisting high-net-worth families domestically and internationally. His extensive knowledge provides affluent families with comprehensive planning advice to help with their complex financial needs.

In providing discretionary investment management for families, corporations, and charitable foundations, Adrian takes a holistic view of finances, ranging from executive compensation and multigenerational wealth transfer to liquidity events and charitable giving. Using a combination of Manulife’s global capabilities alongside local expertise, he identifies investment opportunities and leverages Manulife’s proprietary risk management and asset allocation process to build customized portfolios.

Prior to Manulife, Adrian was director and regional head (Ontario) at UBS, where he led a specialized team attending to some of Canada’s wealthiest families, helping them address wealth-related issues such as investment management, trust and estate planning, family governance, and wealth education. Adrian has a knowledgeable background in global equities and fixed income, private equity, foreign exchange forwards, equity options and Structured products.

A graduate of Western University, Adrian holds the Certified Financial Planner and Chartered Investment Manager designations, and he obtained the Fellow of the Canadian Securities Institute designation in 1994. He’s registered as an advising representative and dealing representative with provincial regulators across Ontario, New Brunswick, Nova Scotia, Newfoundland, and Labrador.

Away from the office, Adrian has coached in numerous youth sports organizations as a way of giving back to the community.