Toronto, ON 416-567-5586 bob.adam.cpa@gmail.com LI: https://ca.linkedin.com/in/robertadamcpa

THE EQUALIZER

Navigating the complex financial world to help you manage your money and your financial future

Robert Adam, is a financial advocate, applying expertise to level the playing field for

his client’s financial needs. Bob’s experience ranges from the corporate board room

leading multi-million dollar operations, to advising/managing small businesses and not

for profit organizations, or assisting individuals seeking to get their finances in order.

Excelling in results-oriented financial and tax planning and execution, Bob brings a

seasoned perspective and proven success to more effectively manage finances,

businesses, and tax and estate planning. Bob’s success stems from a strong customer

base, a relationship based on trust, and a collaborative approach.

After decades of handling government regulations and corporate red tape as an executive and business/personal

financial advisor, Bob offers an understanding of finance and taxes that is beyond the average business advisor or

financial planner. He helps people and organizations save on taxes, reduce expenses, and maximize value, thus

accumulating wealth and “getting ahead”. Bob works tirelessly as an advocate for his clients. He takes a leadership

role in managing solutions for clients with Canada Revenue Agency, WSIB, Labour Ministries, and all other points

affecting their financial well-being. Bob’s expertise and skills make him the “Equalizer” for helping his clients in all

financial and business matters. Demystifying the financial landscape he provides his clients with peace of mind.

Bob offers: Taxation expertise (individual, corporate) | Financial expertise (investment, insurance, financing,

credit) | Proven Business start-up expertise| Business management (sales, marketing, finance, operations, HR,

Legal) | Creative Innovative “Big” Thinker | Action Oriented – Acting swiftly| Long term strategic focus

Family values is a cornerstone in Bob’s business and life. His life partner Terry has been his office manager for

decades. He has worked alongside his children Christie and Michael, performing admirably at adidas Canada and in

the family businesses for many years. Bob also works in partnership with his sister Jane and other relatives to deliver

high quality bookkeeping service to clients. Bob incorporates family values into his service for his clients.

Bob’s strong belief in community involvement permeates his personal and business life. A former coach, manager

and trainer in many sports, with hockey as a passion. He is one of the founding Directors of Bradford Ladies Hockey

League. Bob is a member of Bradford Town Council Arts and Culture Advisory Committee. He is the recipient of the

Good Neighbours Award from the Parliament of Canada. He is a longstanding Charter Member of the Founders Club

– Jennifer Ashleigh Children’s Charity. Bob is a CPA Ontario Financial Literacy Program Volunteer. Bob’s practice

supports low income individuals at no charge.

In the complex world of government rules, financial products and advisors, Bob provides timely expertise, action

and genuine care. Bob is an independent financial advocate and invites you to allow him to be your “Equalizer” for

all financial management, planning, and taxation needs while improving your financial position and peace of mind.