Member

Adam Weersink

Lethbridge, Alberta

Cox Financial Group - Aligned Capital Partners

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Adam Weersink

Member Bio

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Adam was born and raised in Lethbridge; coming from two worlds entrenched in Southern Alberta life: a farm family on one side, and business owners on the other. Following completion of his hockey career in the AJHL, Adam attended the University of Lethbridge, where he graduated with a Bachelor of Management
with Great Distinction. He has since returned to the Dhillon School of Business as a Session Instructor. After graduation, he started his career with the wealth management arm of a Big 5 Bank, where he was awarded the national
Rookie of the Year award. Adam’s team merged with Cox Private Wealth in 2023, where his focus continues to be comprehensive wealth management and discretionary investment management.

Specializations

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Designation(s)

CFP (Canada)
CIM

Compensation Models

Fee Only - Hourly
Fee based (AUM)

Professional Associations

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Education

University

Assets Under Management

250,000,000-500,000,000

Practice Size

6 to 10

Investment License

Portfolio Manager

Provinces Licensed (Investment)

Alberta
British Columbia
Saskatchewan
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