Adam brings more than 20 years of Canadian investment industry experience to his role as Senior Investment Counsellor at RBC PH&N Investment Counsel. He specializes in constructing and managing customized discretionary investment portfolios for high net worth investors, corporations, trusts and charitable foundations in Toronto and the surrounding area.
By working with a limited number of clients, Adam has the opportunity to develop a thorough understanding of their particular needs and personal circumstances. He constructs each client’s customized portfolio based on their unique circumstances, risk tolerance and long-term investment objectives in order to achieve the desired balance between capital growth and wealth preservation. In addition to providing professional discretionary investment management services, Adam is supported by a comprehensive team of tax, estate and financial planning specialists which help him identify and fulfill all of his clients’ wealth management needs.
Adam is a Chartered Financial Analyst (CFA) and member of both the CFA Society and Toronto Society of Financial Analysts. In addition, he earned an MBA from the Schulich School of Business at York University and a Bachelor’s degree with honours from Queen’s University.
Outside of the office, Adam is actively involved in community board and committee work. He is a sports enthusiast who enjoys participating in and following a wide range of sporting activities. Adam lives in the Beaches neighbourhood of Toronto with his wife, Nikki, and their young children, Leah and Ari.
