Mervyn Adams headshot

Mervyn Adams

Lead Advisor

Mervyn Adams headshot

Visit our advisory group website to learn more about our team and approach:

Mervyn Adams is the Lead Advisor on the National Advisory Desk at Wellington-Altus Private Wealth, where he works directly with clients to deliver goals-based investment advice and support their transition to the National Advisory Desk. Leveraging his experience at a major national office within the wealth‑management industry, Mervyn brings a calm, client‑focused approach that helps investors feel informed and confident throughout the advisory process.

Mervyn holds a Bachelor’s degree in Economics and Financial Management from Wilfrid Laurier University and has earned the Chartered Investment Manager (CIM) designation. He is also currently pursuing the CERTIFIED FINANCIAL PLANNER CFP® designation to further strengthen his financial planning expertise.

Outside of work, Mervyn enjoys spending time with family and friends. He is passionate about hiking, golfing, travelling, and all things motorsports. He also has a growing interest in languages and is currently learning Spanish.