Adam Beach, Financial Life Advisor

Adam Beach, Financial Life Advisor Smart Insurance :: Strategic Wealth :: Peace of Mind
Adam works with successful families and businesses throughout Western Canada. tinyurl.com/Adam-Beach

Click here to find out a little more about who we are and our services. Adam enjoys working with clients to determine their financial goals and look at the steps necessary to achieve them. He serves a diverse client base of business owners, professionals and their families. Specialities:

Providing Investment portfolio reviews, retirement 'stress-tests', both with registered and unregistered asse

ts. Insurance solutions include:

Life Insurance - from mortgage protection and income replacement, to estate planning and charitable considerations. Critical Illness protection for individuals and companies. Some of these plans allow for you to receive all your money back if you don't claim on them. Disability insurance plans for individuals and business owners

Group Insurance for small to medium sized companies

Office Overhead Insurance for professionals and business owners

Business Insurance for key employees and funding buy/sell agreements

Mortgage solutions and banking products are through Manulife
Bank.www.manulifeone.ca

Adam currently hold the following designations:

Certified Health Insurance Specialist (CHS) and is completing the Certified Financial Planner designation (CFP).

Adding more financial products isn’t the answer. The real solution is one clear, connected plan that ties your corporate...
06/08/2026

Adding more financial products isn’t the answer. The real solution is one clear, connected plan that ties your corporate, personal, tax, and risk pieces together. That’s how business owners find clarity and confidence.

Summer stress isn’t one big money problem. It’s the pileup of separate decisions: family, business, taxes, insurance, in...
06/05/2026

Summer stress isn’t one big money problem. It’s the pileup of separate decisions: family, business, taxes, insurance, investing. When these come together in one plan, summer feels lighter and clearer. Let’s simplify it.

The holidays bring gratitude for the people who make life bright. A little financial protection is one more way to show ...
12/10/2025

The holidays bring gratitude for the people who make life bright. A little financial protection is one more way to show you care, today and in the years ahead. 💼✨ Link in the bio for a quick, confidential life insurance quote. The best planning protects what truly matters.

🏆 Join the Manulife Vitality community and turn your health journey into a rewarding adventure! Hit your goals, spin the...
12/10/2025

🏆 Join the Manulife Vitality community and turn your health journey into a rewarding adventure! Hit your goals, spin the Vitality Wheel, and watch as your insurance costs decrease. It’s time to invest in yourself and celebrate your progress! 🎊

12/04/2025

Life is an adventure - some days more than others.
When you plan well, you move with confidence. Pack the essentials. Stay ready. Look after yourself and those you care about... and most importantly, enjoy the ride.
A quality financial plan doesn’t just move you forward; it gives you the comfort to lift your eyes, take in the view, and know you’re on the right track.

Life insurance is more than a policy; it's a promise to your loved ones. Protect their future while you build your dream...
12/02/2025

Life insurance is more than a policy; it's a promise to your loved ones. Protect their future while you build your dreams. Get your quick quote today and start securing what matters most. 💛

* From my 12 year old daughter Sarah *Hi everyone! This year I’m excited to take part in the Santa Shuffle in Calgary! C...
11/21/2025

* From my 12 year old daughter Sarah *

Hi everyone! This year I’m excited to take part in the Santa Shuffle in Calgary!
Christmas can be a really joyful time, but I know it can also be hard for many people, especially those in need of food, shelter, or needing extra support for their families and children.

My friend and I don’t just want to talk the talk… we want to shuffle the shuffle with Santa! We’re proud to show up, run with all our heart, and do something that helps people right here at home.

I’m hoping to raise funds that stay 100% in Calgary, supporting the programs that make a real difference during the holiday season. If you’re able, please consider supporting me.

https://raceroster.com/events/2025/105630/santa-shuffle-fun-run-and-elf-walk-2025-calgary/pledge/participant/41798188

Every bit helps, and it means so much.

Merry Christmas! 🎄❤️ >> Sarah :)

🌿 Take charge of your wellness and your wallet with Manulife Vitality! Get rewarded for every healthy decision you make....
11/09/2025

🌿 Take charge of your wellness and your wallet with Manulife Vitality! Get rewarded for every healthy decision you make. From to slashing insurance costs, it’s a win-win for your health and finances! Join us today! 🎯💪






























Address

Suite 310, 5010 Richard Road SW
Calgary, AB
T3E6L1

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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