Adacus Financial Services

Adacus Financial Services is a family-owned business built on a foundation of personalized financial guidance and tailored solutions. Led by experienced wealth advisor Jim Otmar, our team provides insightful financial planning services to individuals and families in the Blockhouse, NS area and beyond. With over 30 years of industry experience, Jim has honed his expertise in crafting customized financial plans that align with each client's unique goals and circumstances.

A Focus on Personalized Solutions

At Adacus Financial Services, we understand that every individual's financial situation and aspirations are different. We take the time to carefully assess your personal circumstances, financial goals, and risk tolerance to create a tailored plan that meets your unique needs. Our approach is characterized by:

• Personalized attention: We prioritize understanding your individual needs and aspirations to develop a plan that aligns with your unique financial objectives.
• Independent advice: As an independent broker, we are not beholden to any specific insurance or fund companies, enabling us to provide unbiased recommendations that are tailored to your individual needs.
• Transparent communication: We believe in clear and concise communication, ensuring you are fully informed every step of the way.

Wide-Ranging Services

Our comprehensive services encompass a broad range of financial products and solutions, including:

• Life Insurance: Protect your family and ensure financial security in the event of unexpected loss of life.
• Mutual Funds: Invest in a diversified portfolio of stocks, bonds, and other assets to achieve your financial goals.
• Segregated Funds: Customized and tax-efficient investments designed to meet specific risk and return objectives
• Financial Planning: Comprehensive planning that encompasses all aspects of your financial life, from budgeting to estate planning.

Our Commitment

At Adacus Financial Services, we are committed to providing our clients with:

• Superior financial guidance: Our experienced team of professionals will work with you to develop and implement a personalized financial plan that meets your unique needs and goals.
• Exceptional customer service: We are dedicated to providing personalized attention and prompt responses to your questions and concerns.
• Open and honest communication: We believe in clear and concise communication, ensuring you are fully informed every step of the way.