Divergent Financial Planning
Divergent Financial Planning
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    • Home
    • Menu
      • Services and Fees
      • About
      • Social and Affiliations
      • Land Acknowledgement
      • Privacy Policy
      • Events and Webinars
    • Book a Meeting
    • Financial Plan Process
  • Home
  • Menu
    • Services and Fees
    • About
    • Social and Affiliations
    • Land Acknowledgement
    • Privacy Policy
    • Events and Webinars
  • Book a Meeting
  • Financial Plan Process

About Us

DREW ADAMICK, CFP® (They/Them/Theirs)

  

Drew is a Certified Financial Planner®, with over 10 years of experience in financial services and holistic financial planning. Their other industry background includes investment and insurance courses including the Canadian Securities Course, Life License Qualification Program, and previously held the Personal Financial Planner and Qualified Associate Financial Planner designations. Drew has also previously been licensed via the Investment Industry Regulatory Association of Canada (IIROC) - now CIRO - and the Alberta and B.C. Insurance Councils for Life and Accident & Sickness Insurance. In addition to industry accreditations, Drew holds a Bachelor of Arts in Political Science from the University of Northern British Columbia and a proud UNBC Alumni. 


As someone on the autism spectrum, Drew knows that a solid financial plan is vitally important for everyone - and especially neurodivergent individuals - to help reach their fullest potential to help achieve their life goals. Drew leverages the passion and knowledge base acquired over many years to provide holistic, meaningful planning and advice. 


In addition to being a CFP holder, Drew is also a member of the Financial Planning Association of Canada (FPAC) and the Estate Planning Council of Canada. 

WHAT IS FINANCIAL PLANNING?

  

Financial Planning is the process of creating a plan that helps someone plan their long-term financial future. A solid, full financial plan covers the following areas:


1. Cash flow and financial management

2. Retirement and future income planning

3. Investment planning

4. Risk management and insurance planning

5. Tax planning

6. Estate planning


Business owners also include areas planning for their business such as succession planning. 


Holistic financial planning crosses over into all of these sectors with a trusted professional who is able to coordinate all areas and aspects of one’s finances, as each of these areas often come across silos owing to professional and legal regulations. 

MISSION

To provide holistic financial planning to help people prepare for a more secure financial future, to provide education and guidance to help people navigate the financial and economic systems we currently live in, and to empower those who need this advice the most. 

VISION

We believe that expert financial planning should be available in as unbiased form as humanly possible aligned with our clients' values, pledging to place our clients' needs first, with professional planning provided not being tied to purchasing financial products, and to use our expert professional advice to help those from more disadvantaged communities empower themselves financially. 

Values

Collaboration

Collaboration

Collaboration

We believe in collaborating with experts across all fields necessary for our clients' financial security and future, and we do not believe in competition, but rather, what works best for our clients.  

Empowerment

Collaboration

Collaboration

We believe that people should be empowered to take control of their financial future, and, as expert professionals, we are there to help our clients every step of the way to make informed, meaningful decisions in their best interests. 

Honesty

Collaboration

Integrity

We believe that a successful planner-client relationship involves all parties being open and forthright with each other, as that is the only way for any successful relationship to work.  

Integrity

Integrity

Integrity

We believe as financial planners, that we act with a sense of ethics and in our clients' best interests, in our dealings with clients and to improve the profession.  

Knowledge

Integrity

Knowledge

We believe in continually improving our knowledge and skill sets to provide exceptional holistic advice to our clients, and to share this knowledge to our clients and to the public at large.  

  • Services and Fees
  • Land Acknowledgement
  • Privacy Policy
  • Book a Meeting

Divergent Financial Planning is the trade name of Drew Adamick. We are unable to provide specific tax or legal advice, nor are we able to provide investment/securities recommendations nor facilitate the trade of securities. For enquiries, please email info@divergentfp.ca. Our mailing address is PO BOX 21008, Lethbridge, AB, Canada T1K 6X4

587-205-9805

Copyright © 2024 Divergent Financial Planning  - All Rights Reserved.

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