Christina McInnis
Client Support Professional
Phone:
(647) 285-2819(647) 285-2819
Morgan Stanley Wealth Management Canada Inc.
David Amadi, CFP®, CIM®
Financial Advisor
Direct:
(416) 943-8316(416) 943-8316
My Mission Statement
Dedicated to empowering clients and their families to reach their financial aspirations and secure a confident future.
My Story and Services
David Amadi is an experienced Financial Advisor who throughout his career, has been committed to building strong client relationships, and helping individuals achieve their financial goals.
Since joining Morgan Stanley Wealth Management Canada in 2021, David has continued his professional development journey to further expand his service to his clients. He has attained designations as a certified Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®), and works with clients to address their unique needs by creating custom tailored solutions that align closely to their goals, from an asset allocation and financial planning perspective.
David graduated from the University of Ottawa with an Honours Bachelor degree in Economics and Mathematics. Demonstrating his commitment to continuous learning and professional development, he pursued and completed a Master of Finance degree from the Smith School of Business at Queens University.
Residing in downtown Toronto with his dog, Romeo, David is an avid CrossFit enthusiast and has completed multiple half-marathons. In his free time, he enjoys traveling and exploring diverse cuisines and cultures around the world.
Since joining Morgan Stanley Wealth Management Canada in 2021, David has continued his professional development journey to further expand his service to his clients. He has attained designations as a certified Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®), and works with clients to address their unique needs by creating custom tailored solutions that align closely to their goals, from an asset allocation and financial planning perspective.
David graduated from the University of Ottawa with an Honours Bachelor degree in Economics and Mathematics. Demonstrating his commitment to continuous learning and professional development, he pursued and completed a Master of Finance degree from the Smith School of Business at Queens University.
Residing in downtown Toronto with his dog, Romeo, David is an avid CrossFit enthusiast and has completed multiple half-marathons. In his free time, he enjoys traveling and exploring diverse cuisines and cultures around the world.
Services Include
- Wealth Management
- Asset Management
- Retirement Planning
- Investment Planning
- Equity Compensation Plan Analysis – Including Morgan Stanley at Work
Check the background of Our Investment Professionals on the CIRO Advisor Report
Customized Strategies for Your Unique Goals
Significant wealth creates unique opportunities, but it can also raise complex challenges.
By developing an investment strategy tailored specifically for you, I am committed to ensuring that your portfolio effectively aligns with your goals and aspirations. This approach prioritizes your needs, aims to minimize your tax burden, and focuses on safeguarding your wealth.
By developing an investment strategy tailored specifically for you, I am committed to ensuring that your portfolio effectively aligns with your goals and aspirations. This approach prioritizes your needs, aims to minimize your tax burden, and focuses on safeguarding your wealth.
Structured Investments
Customized investment strategies —such as yield enhancement strategies and risk mitigation strategies —that serve as powerful allocation tools in modern portfolios.
Shape Your Future
• Income Planning and Distribution
• Retirement Planning Strategies
• Education Planning Strategies
• Retirement Planning Strategies
• Education Planning Strategies
A Tailored Approach
• Clear Financial Guidance
• Thought Leadership
• Quarterly Portfolio Reviews
• Thought Leadership
• Quarterly Portfolio Reviews
Location
181 Bay Street, Brookfield Place
Suite 3700
Toronto, ON M5J 2T3
CA
Direct:
(416) 943-8316(416) 943-8316
Meet My Team
About Christina McInnis
Christina is the Team Lead, Client Support Professional within the Morgan Stanley Wealth Management Canada Business Enablement team, with over 8 years of industry experience as a licensed support professional. Since joining Morgan Stanley Wealth Management Canada in November 2023, Christina has continued to be a primary point of contact for our clients. She prides herself on her professionalism, and ensuring all service, operational, and administrative functions are completed for clients with a high level of expertise and efficiency.
Previously, Christina was a Child & Youth Worker for over 10 years and holds a Child & Youth Worker Advance diploma with honors. In her spare time, Christina loves spending time with her husband, three children & granddaughter and enjoys traveling and outdoor adventures.
Previously, Christina was a Child & Youth Worker for over 10 years and holds a Child & Youth Worker Advance diploma with honors. In her spare time, Christina loves spending time with her husband, three children & granddaughter and enjoys traveling and outdoor adventures.
Ready to start a conversation? Contact David Amadi today.