Our Team
David Brodigan | Earla Burke | Ana Popovic | Paul Mancuso
Margôt Adam, B.A. Hons, CFP
"Families have emotional issues around money, schools don't teach money management effectively, and there's a lot of media misinformation about personal finance. It seems that many people have a tendency to manage their money with more emotion than knowledge. That's why education is always part of my planning process. I enjoy talking with my clients, expanding their knowledge of financial concepts and products so that they feel more confident, and make better decisions. A large part of my job is to act as a coach, helping my clients do the right things so they can reach their financial goals"
Margôt joined Moneystrat in 1996, making the move from a corporate career as a senior marketing executive to one as a financial planner. Margôt is a graduate of the University of British Columbia, and became a Certified Financial Planner in 2003. Her prior career supplied her with expertise in budgeting, strategy development and project management, making her an effective financial planner.
Margôt also holds a permanent life and disability insurance licence.
Testimonials
"I've known Margôt a long time, and have been impressed by her commitment to work, so I trust her to always do the best job for me. Would I recommend her? Absolutely!"- David A Smith, Mortgage Broker
"I wanted someone I could trust to handle my financial affairs. Margôt understands my needs, gives sound advice and takes time to explain her recommendations. I always recommend her to friends and associates."
- Kathryn Wise, Wise Consulting Inc.
"I've no time to become a financial expert so I rely on Margôt. She knows my concerns and looks after the details, and stays in touch. I'm happy with the results."
- Harold Sclodnick. Lawyer
"I needed a financial advisor, and was referred to Margôt by one of her clients. I wanted someone who had integrity, and whom I could trust. I met with her and we started working together immediately. What I appreciate greatly is her patience in dealing with my questions, and the fact that she explains things in detail. My financial life is organized, and my investments are doing well. I made a good decision to work with Margôt."
- Victoria Campbell, Teacher
Case Study:
Planning your Family's Security
Planning your Family's Security
Mr. and Mrs. Client came to us in 1981 with a complex set of requirements. The couple wanted a monthly income from their investments upon retirement until both had moved on...
[ READ CASE STUDY ]
[ READ CASE STUDY ]