PlayCheques Wealth Management understands that financial planning is not one-size-fits-all. The choices you make today preserve your ability to make choices tomorrow. We are here to help you make those choices that best fit your unique situation and goals. We’ll show you what to look for in a financial advisor, whether you’re starting out or planning for retirement.
Adrian’s financial planning practice is built on delivering high levels of service with unbending standards of integrity. Having worked in the financial services industry for over 25 years, his unique approach helps to maximize financial opportunities, effectively allocate finances, minimize taxes and decrease debt.
Adrian is passionate about encouraging others to get involved in their community and has coached the Alberta Children’s Wish Dragonboat team since 2008. When he isn’t working, you can find him spending his time with his wife and two sons.
Bachelor of Science B.Sc (Hons)
Professional Geologists (P.Geol.)
Stacia brings 2 decades of experience in the oil and gas industry to her role as Director, Geoscience Planning with PlayCheques. From having worked in small and mid-size companies, to holding senior technical and management roles at a large international, Stacia is able to apply her experience towards understanding the unique concerns and opportunities of our geoscience professionals to create planning tailored to their needs.
One of Stacia’s passions is helping children fighting cancer, and is often found with short hair after having just donated it again. When she isn’t working, you often find her in yoga, skiing with her family or simply enjoying the outdoors!
Certified Health Insurance Specialist (CHS)
Amy provides the highest level of customer service. For more than five years she and has offered professional, organized and extensive administrative knowledge in various fields. She holds her Certified Health Insurance Specialist designation with Advocis and plans to pursue further education in financial planning as she continues to grow her skill set.
Amy moved to Canada from the UK in 2013. She enjoys spending time in the mountains with her family and her dog, Buster. When she’s not working you can find Amy singing and helping with choreography for her local show choir.
Whether you are a budding professional or established in your career, we manage and care for your finances as thoughtfully as we do our own. We undertake a variety of financial inquiries, from helping clients approach debts to navigate long-term, low-risk investments for Canadians. Our process is holistic, affording the ability to match you with the right solutions by understanding your short and long-term financial needs. Your finances are personal; they are the driving force behind your goals, sustaining your day-to-day and your future. Trust this future to someone invested in delicately balanced financial planning for lawyers, physicians, and busy professionals–who are dedicated to building a dutiful relationship for life.