Adam Pulla of Northstone Wealth and Estate is rank 48 in Wealth Professional Canada's 2019 Top 50 Advisors
Northstone Wealth and Estate
Thanks to one of the highest client totals (900) and the highest client growth rate of any advisor, Adam Pulla earned the number 48 spot on this year’s Top 50 Advisors list. In addition to helping all of those clients, Pulla also saw his AUM grow by 23% last year to $31 million.
After working as an advisor at one of the major banks, Pulla wanted to build a brand of his own with his own approach to client service, needs-based advice and growth. Now a partner with Northstone Wealth and Estate, he’s firmly focused on the future.
“I want to grow my AUM by 30% with my documented needs-based process, which not only adds value to Canadians’ financial lives but also gives me a personal sense of satisfaction,” he says. “We need more financial literacy, transparency and advice to live a comfortable life in an economy with ever-increasing costs. My goal is to continually assist individuals, families and small businesses to not only get by, but also get ahead.”
