Roy Adam, CFP®

Senior Financial Advisor Assante Capital Management Ltd.


Planning for your financial future is more than just looking at numbers. 

To me, it's the people and dreams behind the figures that matter the most.


As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.

If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation. 

Roy Adam, CFP®

Senior Financial Advisor

Jennifer Ziegler


Client Relations Associate

Sarah Long

Administrative Assistant

Sarah is a seasoned administrative assistant with a passion for efficiency and organization. With over 9 years of experience in administrative roles, Sarah has honed her skills in multitasking, problem-solving, and communication. Whether it's managing schedules, coordinating meetings, or handling correspondence, Sarah approaches each task with professionalism and dedication. Known for her friendly demeanor and collaborative spirit, Sarah fosters positive relationships with colleagues and clients alike. Sarah is not just an administrative assistant, but a key contributor to success in any environment. Outside of work, Sarah loves discovering new hiking trails with her dog, embracing the tranquility of nature and the thrill of exploration.