Work with Brett and Adam and join a select group of Toronto area individuals, families and businesses who put their trust in them and their 50+ years of financial experience. Brett and Adam keep their practice small so you get proactive, personalized financial advice that provides life-long security and peace of mind. Brett & Adam’s services is ideally suited for investors with a minimum of $250,000 of investable assets. Brett and Adam tailor their financial planning services to your individual situation, goals and risk tolerance so you can enjoy the life you’re living and feel confident about your future.