Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
As a distinguished financial professional, Adam W. Buss has a rich tapestry of expertise spanning over two decades in financial services. At Canaccord Genuity Wealth Management since November 2018, he assumes the pivotal role of Wealth and Estate Planning Specialist in the Winnipeg office. His unwavering commitment lies in delivering comprehensive financial planning solutions and crafting astute insurance strategies to safeguard families.
With a prestigious suite of certifications, including Certified International Wealth Manager (CIWM), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Registered Retirement Consultant (RRC), Fellow of the Canadian Securities Institute (FCSI), and Chartered Investment Manager (CIM). Adam’s proficiency shines in areas like strategic wealth planning, retirement planning, risk management, estate planning, and wealth transfer strategies. His approach is defined by a fusion of advanced planning techniques and wealth management finesse – all with a holistic personalized approach.
Adam’s tireless pursuit of professional development ensures he remains at the forefront of industry trends and regulations. His unwavering dedication to his clients has not only garnered recognition within the financial sphere but also gained the admiration and trust of those he serves. Adam is a steadfast partner in achieving financial security, maximizing wealth, preserving legacies, and safeguarding the future of families.
1010-201 Portage Avenue, Winnipeg, MB R3B 3K6
204 259 2865
abuss@cgf.com
linkedin.com/in/adam-w-buss
canaccordgenuity.com/wealth-management-canada
Adam W. Buss
Wealth and Estate Planning Specialist
Canaccord Genuity Wealth & Estate Planning Services
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Bio
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Profile
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Bio
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Bio
Milestones
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2003–2015
2015–2017
2017–2018
2018–present
2023
Senior Lending Officer at Steinbach Credit Union
2003–
2015
Investment Advisor and General Manager at CIBC
2015–
2017
Regional Estate and Financial Planning Specialist at Sun Life Financial
2017–
2018
Regional Wealth and Estate Planning Specialist at Canaccord Genuity
Subject Matter Expert at the Canadian Securities Institute and the FCSI Advisory Council/Ethics Appeal Committee
Leslie W. Dunstall Award 2018 for highest marks in the CLU program
Currently holds the CFP, RRC, FCSI, CIM, CLU, and CIWM designations
2018–
present
Elected to Ontario RIMS Chapter board as Director of DE&I
2023
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones