aspitters
aspitters
| Forum role | Member since | Last activity | Topics created | Replies created |
|---|---|---|---|---|
| Member | Nov 16, 2011 (14 years) |
- | 2 | 23 |
- Forum role
- Member
- Member since
Nov 16, 2011 (14 years)
- Last activity
- -
- Topics created
- 2
- Replies created
- 23
Bio
Adrian Spitters is a wealth advisor who has proven his ability and dedication to his clients. His extensive business experience includes over 26 years of helping individuals, business owners, farmers, professionals, retirees and their families chart a path to simplify their affairs and increase their quality of life, through an integrated approach to wealth planning that includes expertise in investments, insurance, tax, retirement, business succession planning, farm succession planning and estate planning.
His disciplined investment approach and professionalism earned him a reputation for being financially astute and client-focused. Adrian works extensively with the team of investment and wealth planning experts at United Financial (a division of CI Private Counsel LP) and his client’s own professionals to help them consolidate their sophisticated and complex financial affairs into a simple path for them to follow, so they can achieve their desired future and create a multi-generational legacy for their family and cherished causes.
In 2011, 2012 and 2013, Adrian was recognized as a Five Star Wealth Manager in Vancouver Magazine and has been quoted in the financial press as an expert in his field.
Adrian is a current member of the Estate Planning Counsel of Abbotsford and the Canadian Association of Farm Advisors. Over the years Adrian has been a member of various charitable and business organizations including The Rotary Club of Langley Central, Abbotsford and Langley Chambers of Commerce, Canadian Association of Gift Planners and Valley Christian School.
Mission
Adrian’s mission is to simplify and enhance his client’s lives by providing unique life-enhancing wealth solutions tailored to their life goals and aspirations. He is committed to serving his clients as their principal point of contact and seamlessly integrate the United Financial’s team of experts with his clients own trusted advisors into a cohesive advisory unit to collectively maximize opportunities to preserve and enhance his clients wealth and bring better balance and peace of mind to their lives.
Vision
Adrian’s vision is to empower affluent families with sophisticated, complex financial affairs to simplify their lives and transform their wealth into a life-enhancing, multi-generational asset, so they can achieve their desired future and create a legacy of significance for their family and cherished causes.
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