Triad Financial Planning
Comprehensive Fee-Only Option Financial Planning for Advisors and Individuals
Who We are
Triad Financial Planning is a remote-based full service financial planning firm offering fee-only, advice-only financial planning serving Canadians and investment, insurance, legal, and accounting advisors nationwide.
OUR SERVICES
Triad Financial Planning provides comprehensive, objective, and personalized written financial plans with actionable recommendations to provide measurable and substantial value. This is delivered in an easy-to-understand format tailored to a clients' specific circumstance using sophisticated financial planning software coupled with simple-to-understand, personalized written action items and accompanying rationale.
“Triad Financial Planning has been a game changer by freeing up a lot of time for myself and my team. My clients have been impressed with the process and end product which has led to increased referrals, while uncovering investment and insurance opportunities for our practice”
-Travis Forman BA, CFP, FMA, CIM, FCSI
Strategic Private Wealth Counsel
Portfolio Manager: Director of Private Investment Strategy
Our Process
Adam Vickers, BSc, CFP
President, Senior Financial Planner
Adam brings a wealth of experience with over 15 years of experience in, and knowledge of, the financial services industry in Canada. During that time, he has written hundreds of personalized, comprehensive financial plans and reviews primarily for high net worth individuals, incorporated medical and dental professionals, and business owners.
Adam founded Triad Financial Planning to continue serving individuals, and to provide a means for Canadian investment advisors, accountants, and lawyers to provide the value add of quality financial planning advice to their valued clients.
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