1. Chartered Professional Accountant
R
A
obert
dam
For Individuals and Organizations
Independent, strategic, relentless action in the planning, execution, and management
of your financial, operating, and taxation related needs
Toronto, ON  416-567-5586  bob.adam.cpa@gmail.com  LI: https://ca.linkedin.com/in/robertadamcpa
THE EQUALIZER: Navigating the complex financial world to help you manage your money and your financial future

2. Chartered Professional Accountant
R
A
obert
dam
THE EQUALIZER: Navigating the complex financial world to help you manage your money and your financial future

3. Chartered Professional Accountant
R
A
obert
dam
 Proactive Creative Financial Advocate
 Strategic Professional Entrepreneurial Problem Solver
 Trustworthy with Strong Ethics
 High Energy Personal Engagement Level
 Customer Satisfaction a Top Priority
 Holds High Family Values
 Politically/Community Awakened and Active
 Health and Lifestyle Focused
How can I
help?
Here’s
how…
THE EQUALIZER: Navigating the complex financial world to help you manage your money and your financial future

4. Chartered Professional Accountant
R
A
obert
dam
A long term strategic thinker, setting realistic short term as well as “stretch” goals with
attainable tactical plans for achievement.
Truly independent, working solely for each client’s best interest.
Offering absolute honesty at all times – even when the news is bad.
Adds experienced economical resources where required to achieve success.
An “Equalizer”, providing a level playing field by adding expertise and experience to advocate for
clients and take a lead role with all their government requirements and financial interactions.
THE EQUALIZER: Navigating the complex financial world to help you manage your money and your financial future

5. Chartered Professional Accountant
R
A
obert
dam
Professionally trained to the highest standards as a Chartered Professional Accountant and
Certified Management Consultant.
In professional practice for several decades.
Rendering impeccable services consistently to over 400 existing clients – Businesses,
Individuals, and Not-for-Profit Organizations.
THE EQUALIZER: Navigating the complex financial world to help you manage your money and your financial future

6. Chartered Professional Accountant
R
A
obert
dam
Chartered Professional Accountant (CPA) | Chartered Professional Accountants Ontario | Toronto, ON
Certified Management Consultant (CMC) (Canada Gold Medalist) | CMC Canada | Toronto, ON
Bachelor of Commerce, Economics (Honours) | University of Toronto | Toronto, ON
Ontario Scholar, Law Award recipient | Bayview Secondary School | Richmond Hill, ON
THE EQUALIZER: Navigating the complex financial world to help you manage your money and your financial future
Academic Credentials:

7. Chartered Professional Accountant
R
A
obert
dam
ABOUT BOB
With roles spanning from Accountant to Senior Manager with ten years of experience at Pricewaterhouse
Coopers, I served as financial manager and trusted, strategic consultant to large and small businesses.
Following this, I launched my career in the private sector at adidas Group as Vice President of Finance and
advanced into roles as Chief Operating Officer, and finally, Chief Financial Officer. I also stepped into the
role of Interim President on several occasions to maintain strong business continuity in times of transition.
I played a key role in a business that started with low sales and large losses, into a multi division highly
profitable conglomerate with a sales in the hundreds of millions, and one of the largest successful Canadian
companies in the industry. I successfully managed high multi-million dollar budgets, overseeing over 1,000
staff, and over 1 million square feet of real estate infrastructure in dozens of facilities across Canada
Today, I am focused on supporting people and helping them to succeed personally and in their
businesses by expanding their financial knowledge, ensuring they make informed decisions, and acting
as their advocate in achieving success in these decisions.
THE EQUALIZER: Navigating the complex financial world to help you manage your money and your financial future

8. Chartered Professional Accountant
R
A
obert
dam
My Promise:
1. I will dedicate 15% of my professional time to low income/ low net worth individuals (seniors, single mothers, students, unemployed, social
assistance, disabled), at no charge.
2. I will provide reasonable discounts for any individuals who require such a discount based on their ability to pay.
3. I provide a full satisfaction guarantee. Acting reasonably, if you are not pleased with my services, please inform me, and I will reduce my fees
for any portion (or all) that you are dissatisfied with.
4. My professional fees will be always be based on actual time spent providing my services at reasonable market rates.
5. I will only charge for reasonable travel time, normally only anything in excess of 30 minutes, and will utilize any travel time charged as
productively as possible for my clients.
6. I will charge direct out of pocket expenses only for reasonable requirements, approved by my client, using the actual costs incurred directly
attributable to that client (examples are postage, courier, telephone, mileage, and business meals)
7. I am a small business and to cover simple overheads of my practice, I will charge each client a small administration amount, representing the
proportionate amount of any of my indirect costs (tax and accounting software, office, communication, licenses). For 2016 this will be at the rate
of 10% of professional fees.
8. HST will be applicable on all of the above costs as required by law.
THE EQUALIZER: Navigating the complex financial world to help you manage your money and your financial future

9. Chartered Professional Accountant
R
A
obert
dam
I have a genuine, deep-rooted passion for helping people. It started early in life, as I even
volunteered with my Dad at the age of 8 to help him coach high school football.
This passion for helping has extended through my life through sports coaching, support of
charities, mentoring people, and well into my professional career in my Chartered Professional
Accountancy Practice, actively advocating for my clients to achieve fair and beneficial
treatment from Canada Revenue Agency, WSIB, other government authorities, as well as from
suppliers, employees, employers, and competitors.
I welcome the opportunity to represent and work with you and/or your business to successfully
manage your financial, taxation, and business issues from the mundane to the most complex.
For more information please contact me at the coordinates below.
Toronto, ON  416-567-5586  bob.adam.cpa@gmail.com  LI: https://ca.linkedin.com/in/robertadamcpa
Thank you for viewing this presentation,
Bob