Adam Rothensee - TD Financial Planner - Greater Sudbury, Ontario

chris T.

Working with Adam has been an absolute pleasure! Their attention to detail is unmatched, and their honesty and kindness make the financial planning process truly refreshing. They're not just about numbers; they genuinely care about your well-being and success. I appreciate how Adam always puts my best interests first, ensuring that my financial goals align with my dreams for growth and prosperity. If you're looking for a financial advisor who embodies these qualities and more, I would highly recommend him! He is the kind of professional you want on your side for a secure and successful financial future.

Cassidy M.

Adam has been extremely helpful in helping my partner, and I plan for our goals, both short term and long term.

Before working with him, I felt daunted by investments and lacked financial knowledge, but he was very thorough, clear and patient in explaining how everything worked and what our best options were. He was also helpful in working with us when we wanted to explore investment opportunities in more responsible industries and companies.

Anytime we had questions or needed to discuss something with him, he was happy to take the time to talk with us, and we never felt rushed out of a meeting. Overall, we are really happy with Adam and thankful that we chose him as our Financial Planner!

Jason M.

Prior to being introduced to Adam, we had never been offered a financial plan from any of our banks. We knew what our goals were and had always been working toward them but we had no idea if we would be able to reach them. We had no idea if we were doing the "right" things to reach those goals. Adam took the time to get to know both of us and what our priorities were. He worked with us to develop a financial plan that we were both comfortable with and that we could both commit to. He clearly presented the plan and explained everything in detail. He is always responsive to our calls and emails. We feel like we finally have someone looking after our investments and goals.

Gabrielle S.

Adam is an absolute pleasure to work with. Not only is he professional, he’s helped me reach my goals. I highly recommend him.

Ricky C.

Very professional and thorough. Adam not only helped me grow my wealth he also guided me through various retirement options. Highly recommend.