Kelly Adams, CLU, ChFC, CFP, FEA, B. Comm.
Kelly Adams specializes in advising and implementing solution based insurance strategies for high net worth professionals, business owners and their families, as part of their overall estate and succession planning process.
Kelly received his Bachelor of Commerce from Saint Mary’s University in 1977 and in May of that year he joined the financial services industry. At the age of 26 Kelly was appointed general manager for Nova Scotia of one of Canada’s leading insurance companies. He was general manager for Manulife Financial for Nova Scotia and Newfoundland from 1985 to 1999. In 2000, Kelly founded Barrington Wealth Partners Inc. Barrington Wealth Partners Inc. is a national company with 22 offices from Halifax to Vancouver. Barrington is recognized throughout Canada for its expertise in estate and succession planning for high net worth clients.
Kelly is licensed in Nova Scotia, New Brunswick and Newfoundland, and has built a strong reputation working with chartered accountants and law firms throughout Atlantic Canada. As a completely independent insurance broker, Kelly’s firm is directly contracted with 11 National Life Insurance carriers.
Kelly’s professional designations include Chartered Life Underwriter (CLU); Certified Financial Planner (CFP); Chartered Financial Consultant (ChFC); and Family Enterprise Advisor (FEA). He is a member of the Canadian Association of Family Enterprises (CAFE) and is a Certified Family Councilor with CAFE. In December of 2012 Kelly also completed the Family Enterprise Advisor Program given by The Sauder School of Business of UBC. This past President of the Halifax Estate Planning Council has been a platform speaker throughout Canada on estate, life insurance and family succession planning. His audiences have included The Canadian Barrister Association; Ontario and Atlantic Life Underwriters School; Toronto CLU chapter; STEP Atlantic (Society of Trust and Estate Practitioners) and numerous other professional and client forums including Hong Kong, Singapore and Manila in 1995.
Additionally, Kelly is a member of the Canadian Association of Insurance and Financial Advisors; the Chartered Life Underwriters Association of Canada; the Chartered Financial Planners Association of Canada, and a member of the Conference for Advanced Life Underwriting (CALU). VP, Director, and board member of Barrington Wealth Partners Inc. As of May of 2012 Kelly is a member of the Advisory Committee to the Centre for Family Businesses and Regional Prosperity Dalhousie University. Kelly is also volunteer board member of The Cobequid Community Health Centre Foundation.
Married to wife Sharon. Proud parents of Rob, Chris, Michael and Andrew.