About Adam Malcolm

My team and I work with families to develop comprehensive and holistic financial plans to cover all areas of their financial lives, collaborating together to develop a deep relationship based on trust, understanding you, your family, your goals, and implementing what we call our “5-Star Plan” approach.

What is a “5 star plan”?

The “5 star plan” covers 5 key areas of your financial life:

💰 Cash Flow and Liquidity
⚠ Risk Management, and Insurance coverage
🚤 Planning for major expenditures
🏖 Optimizing retirement and becoming financially independent
🌱 Ensuring your legacy for the next generation and your community

Life will always throw us curveballs, so my team and I take a “What If?” approach to planning, ensuring all our families are protected against market volatility, increased inflation, longevity risk, even worst-case scenarios like death, illness, or disability.

As a member of the Canadian Association of Gift Planners (CAGP), and a holder of the Master Financial Advisor – Philanthropy (MFA-P) designation, charitable giving is a core part of who I am. I am active in the Toronto arts scene and a key member on the board of directors for several charities. I am happy to give back to the community, through dollars or through time – discussing and sharing the “5-Star Plan”.

Typical Clients

If you and your family are looking for a team of experts to help you navigate the twists and turns of a busy world, grow your wealth, and reach your goals, I’d love to talk and see if I can help.