2024 Conference & AGM


Kelly Adams, B. Comm., CLU, ChFC, CFP, FEA

Past Chair, CALU Board of Directors, Chairman, Barrington Wealth Partners Inc.; Principal, Adams Wealth Advisory Inc.

Kelly Adams specializes in providing life insurance based strategies for the preservation of wealth and estate optimization of business
leaders and their families. He has over 44 years of experience advising entrepreneurs and working with professionals in the areas of estate
and succession planning.

Kelly received his Bachelor of Commerce from Saint Mary’s University in 1977 and in May of that year he joined the financial services
industry. At the age of 26, he was appointed general manager for Nova Scotia of one of Canada’s leading insurance companies. At the age of 29, he became general manager for Manulife Financial for Nova Scotia and Newfoundland from 1985 to 1999. In 2000, he founded Barrington Wealth Partners Inc., which is a national company with 39 offices from Halifax to Vancouver. Barrington is recognized throughout Canada for its expertise in estate and succession planning for high net worth clients.

Kelly is licensed in Nova Scotia, Ontario, New Brunswick and Newfoundland, and has built a strong reputation working with chartered accountants and law firms throughout Eastern Canada. As a completely independent insurance broker, his firm is directly contracted with 12 national life insurance carriers.

Kelly, a past President of the Halifax Estate Planning Council, has been a platform speaker throughout Canada on estate, life insurance and family succession planning. His audiences have included The Canadian Barrister Association; Ontario and Atlantic Life Underwriters School; Toronto CLU chapter; STEP Atlantic (Society of Trust and Estate Practitioners) and numerous other professional and client forums including Hong Kong, Singapore and Manila in 1995.

Additionally, Kelly currently serves on the board of directors for Conference for Advanced Life Underwriting (CALU). He is a member of Advocis (The Financial Advisors Association of Canada) and FP Canada. He also serves as Chairman of the Board of Barrington Wealth Partners Inc. in addition to being a member of the Advisory Committee to the Centre for Family Businesses and Regional Prosperity of Dalhousie University. He is a past volunteer board member of The Cobequid Community Health Centre Foundation and Board Chair 2015-2018.

Speaking at the Conference


2024 Conference & AGM