Triad Financial Planning

Comprehensive Fee-Only Option Financial Planning for Advisors and Individuals

Who We are

Triad Financial Planning is a remote-based full service financial planning firm offering fee-only, advice-only financial planning serving Canadians and investment, insurance, legal, and accounting advisors nationwide.

OUR SERVICES

Triad Financial Planning provides comprehensive, objective, and personalized written financial plans with actionable recommendations to provide measurable and substantial value. This is delivered in an easy-to-understand format tailored to a clients' specific circumstance using sophisticated financial planning software coupled with simple-to-understand, personalized written action items and accompanying rationale.

Individuals & Families

Financial Advisors

Incorporated Professionals & Business Owners

“Triad Financial Planning has been a game changer by freeing up a lot of time for myself and my team. My clients have been impressed with the process and end product which has led to increased referrals, while uncovering investment and insurance opportunities for our practice”

-Travis Forman BA, CFP, FMA, CIM, FCSI

Strategic Private Wealth Counsel

Portfolio Manager: Director of Private Investment Strategy

Our Process

Adam Vickers

President, Senior Financial Planner

Adam brings a wealth of experience with over 15 years of experience in, and knowledge of, the financial services industry in Canada. During that time, he has written hundreds of personalized, comprehensive financial plans and reviews primarily for high net worth individuals, incorporated medical and dental professionals, and business owners.

Adam founded Triad Financial Planning to continue serving individuals, and to provide a means for Canadian investment advisors, accountants, and lawyers to provide the value add of quality financial planning advice to their valued clients.