Dawn Adams is an experienced financial professional currently serving as Assistant Branch Manager and Senior Financial Advisor at Envision Financial, a division of First West Credit Union, since October 2020. In this role, Dawn operates a holistic financial advisory practice focused on helping clients achieve their financial goals. Concurrently, Dawn works as a Mutual Funds Representative for Qtrade Asset Management. Previous experience includes serving as Charitable Foundation Administrator for the Raymond James Canada Foundation and various positions at Westminster Savings Credit Union, including Mobile Mortgage Specialist and Small Business Relationship Manager. Dawn Adams possesses a Bachelor of Arts in Geography from Wilfrid Laurier University and has completed additional educational programs at Blanche Macdonald Centre and the University of the Fraser Valley.
Sign up to view 0 direct reports
Get started