portrait of Rodney Adams

About Rodney

My engineering background has enabled me to build a practice well suited for clients who have complex needs, primarily retirees and business owners. As I work to help them reach their goals, I enjoy employing the strengths of an engineer, from analysis and creative problem-solving to listening and collaboration. Working one-on-one with each of them, I build the intricate, personalized strategies that provide solutions for their unique situations, challenges and opportunities.

I studied engineering in university and built a career in that profession. I specifically remember that, even as a student, the idea of helping people was appealing. So 25 years...

Focus Areas

  • Business owner considerations
  • Wealth protection strategies
  • Estate and legacy strategies
  • Intergenerational planning
  • Retirement savings strategies
  • Business retirement plans

Work History

  • Edward JonesJune 1998 to Current

Education

  • University of AlbertaBachelor of Engineering

Personal Interests

  • Active Lifestyle
  • Health & Nutrition
  • Spending Time with Family
  • Sports Enthusiast
  • Volunteering

Team Members

  • Katrina Radeka
    Registered Branch Associate
  • MJ Kim
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

More to explore

My priorities

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Setting your path

We use an established process to help you reach your goals.

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