Hi, I'm Adrian, founder of Pinnacle Financial.
I know you're here to read the story of Adrian so lets begin like most autobiographies.
I was born on a warm spring morning in the beautiful city of Edmonton, Alberta, Canada...
But I don't think you're here to read the play-by play of my life so, let's get down to what matters for someone looking to partner with Pinnacle Financial to build wealth. I'll mesmerize you with the standard financial industrial complex fluff in a moment.
If you haven't already, you'll soon notice I like to do things differently. So, let's start with my bottom line first - how am I different than the others in the world of high finance?
I eat my own wealth cooking. Put another way, I'm in the trenches with my clients using the same strategies I use for them.
OK, and now, if you're still interested in learning about my "back story" and how I got here, read on.
By all accounts, my enthusiasm for collecting and trading sports cards in my youth kick started my fascination with the world of money, markets and investments. During my formative years of growing up in Edmonton, I compounded this fascination with budding interests in global history, political affairs and economics.
But my life's direction was finally sealed when, as a boy in my late elementary school years, my parents enrolled my brother and me in a weekend introductory investing course at a local office of a multinational investment management company.
Fast forward to 2003, graduate of the University of Alberta, with Distinction, and a Bachelor of Commerce Degree in hand. That, after having spent five years studying a mix of international finance, economics, history and business law along the way.
After taking some time to travel in 2004, I soon began my career in the fast paced banking business, my experiences taking me from the front lines of a branch teller line to private desks advising clients with net worth ranging from below zero to tens of millions of dollars.
But 2004 also thrust me into dealing with the passing of my father, leaving my brother and me to help our mother get financially organized and educated. This dark time helped fortify my enthusiasm for all things money, markets and investments. I just didn't know it at the time.
Along my professional journey, I added further education and accreditations to my wealth building arsenal, including the prestigious Fellow of CSI (FSCI) credential, as well as the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Certified Estate Advisor (CEA) designations.
I'm currently licensed to provide Life and Accident & Sickness Insurance advice and products in Alberta while also being licensed as a Registered Representative through the aptly named IIROC (pronounced "I Rock - Investment Industry Regulatory Organization of Canada) to provide investment advice, including options, in Alberta.
Last but certainly not least, while I work for my extended financial family, I live for my family of four. I love spending time with my wife, daughter and son, either at home or on adventures near and far. With any little spare time remaining, I am either slicing up a golf course or immersing myself in a thought-provoking book or movie.
If that's not enough of an introduction, it's time to carry over into a coffee.
Together to the pinnacle,
P.S. I'm on an ongoing Pinnacle Journey, full of its own ups and downs. Here are some of my favorite motivational quotes that help keep me going.