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Portfolio Manager & Wealth Advisor
Adam is an Investment Advisor with 17 years of experience in the financial services industry. He is committed to providing clients with effective wealth management solutions that bring them peace of mind so they can focus on what truly matters to them. Backed by a team of specialized professionals, Adam aims to understand each client’s needs and goals and devise tailored investment strategies to help them reach those goals. He also focuses on fostering education and growth across generations through the wealth transfer process.
Clients and colleagues alike appreciate Adam’s caring nature, candid approach, follow-through, and thoughtful, knowledgeable advice. He graduated from McGill University with a Bachelor of Commerce, majoring in Finance. He also holds the Chartered Investment Manager (CIM) designation and is options licensed.
Away from work, Adam enjoys spending quality time with his wife and their three young children, April, William, and Joey. He stays active, playing golf, exercising, and weight training. A big believer in giving back to his community, Adam fundraises for Prostate Cancer Canada and served as the chair of their annual golf tournament for many years.
Associate Advisor
With almost 40 years of experience in the industry and an unvarying dedication to our clientele, Sylvie plays an essential role in delivering a select and personalized client experience.
Licensed by the Canadian Securities Institute and Options Licensing Course, Sylvie has been with RBC Dominion Securities since 2018 and has acquired a solid background in assisting portfolio management.
Sylvie has been part of the Pelletier Grosvenor Group for 13 years and is responsible for client service and relations as well as account administration. Her main duties involve updating files and ensuring specific client needs are met. Clients rely on her attention to detail, dedication, and friendly, proactive approach.
Sylvie is the proud mother of two lovely daughters and a grandmother of two delightful grandkids. She also loves to travel.
Investment Associate
Investment Associate Alessandro’s passion for financial markets makes him a tremendous asset to our team. Whether he’s processing client requests, trading, helping with portfolio management, streamlining processes, or improving marketing efforts, Alessandro is committed to delivering superior service as he helps clients reach their financial goals.
His expertise comes from his eight years of experience in the financial industry and his continued education. After completing his Bachelor of Economics, he completed industry coursework, completed the CFA program, the Canadian Securities Course, the Conduct and Practices Handbook Course, the Derivatives Fundamentals Course, and the Options Licensing Course.
When he’s not helping clients, researching market trends, or studying for his next achievement, Alessandro is often fundraising for charities like the Slashing Crohn’s and Colitis Ball Hockey Tournament and Foundation CHU Ste-Justine. He is an avid sports enthusiast, playing hockey, rugby, and soccer when he can find the time. He also loves to cook at home and takes great pride in his recipes.
