Meet our Speakers
CFP, CLU, TEP
Member MDRT Top of the Table
With 30 years in the financial services industry, Adrian is focused exclusively on the unique challenges and opportunities of incorporated medical professionals. As a director on CALU’s board, he currently serves on their Membership Committee, their Audit & Finance Committee, and is the chair for their Wealth Management & Creation Committee. Adrian is also an 11 year Qualified and Life member of the Million Dollar Round Table, with 3 Court and 3 Top of the table qualifications and is enjoying his 2nd year as Canada’s chair for MDRT.
Adrian’s talk will focus on key practice management concepts he’s developed during the pandemic to pivot, refocus, and take his practice higher.