Adrian Dargis

Adrian Dargis is an accomplished Wealth Advisor and CERTIFIED FINANCIAL PLANNER^MD professional who seamlessly blends experience with a forward-thinking approach. Growing up on a farm in Northeast Alberta, he developed a strong work ethic and resilience—values that continue to define his practice today.

After graduating in Business from the Northern Alberta Institute of Technology (NAIT) in 2014, Adrian quickly established himself as a successful financial advisor. He earned his CFP^MD certification in 2018 and has since built a practice dedicated to helping individuals, families, and business owners achieve lasting financial success. With a deep understanding of the agricultural industry, he provides specialized guidance tailored to his clients’ evolving needs.

Adrian is passionate about helping families build and preserve wealth across generations. He works closely with clients to create comprehensive financial plans that support long-term security, from growing assets to passing on a meaningful legacy. His approach prioritizes financial well-being not just for today, but for the future of his clients and their loved ones.

Beyond his professional expertise, Adrian is a proud father of four. Balancing his thriving career with a busy household, he understands firsthand the importance of financial security and planning for the future. Whether coaching his son’s hockey team, participating in charitable tournaments, or supporting local fundraising initiatives, he is committed to making a positive impact—both in his clients’ lives and in his community.

With a client-focused approach and a commitment to excellence, Adrian continues to provide expert financial strategies that help families secure their future for generations to come.