Adam Bosak, PFP, FCSI, CIM

Associate Portfolio Manager & Wealth Advisor

905-988-5441 | Email me

Adam takes a personalized approach to the management of our clients’ financial goals and objectives. Adam designs comprehensive and custom-tailored financial plans and uses his disciplined process to ensure that your investing and wealth planning needs are aligned for success. He performs ongoing reviews to ensure that your plan aligns with your changing goals and objectives.

Adam began his career in the financial industry in 2002 with RBC Royal Bank and later gained several years of experience at another national bank. In 2007, Adam returned to RBC as an Investment Retirement Planner (IRP). In 2011, he was one of the top 60 IRP’s in Canada and was named one of Niagara’s Top 40 under 40 by The Business Link Niagara.

Wanting to offer you the most comprehensive advice and services in the industry, Adam transitioned to RBC Dominion Securities in 2012. He offers discretionary portfolio management through the Private Investment Management platform. He holds the designations of Personal Financial Planner (PFP), Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI). He is also licensed to provide insurance solutions and to use derivatives.

Adam was born and raised in Niagara and resides in St. Catharines with his wife Jaime, their two sons Oliver and Carter, dog Cider and cats Fireball and Oreo. He enjoys playing golf, ball hockey and volleyball. Adam is a very active member of his community volunteering his time and participating in many local events. Check out our Community Involvement page for more details.

Kim Bertrand

Associate

905-988-5025 | Email me

Kim handles the day to day administration so that operations run smoothly and you are kept up to date. Several other key duties Kim fulfills is processing all your documentation, opening accounts, and ensuring payment/withdrawal requests are efficiently processed. Kim maintains great relationships with clients and is your first point of contact for any administration needs.

Born and raised in St. Catharines, Kim has spent many years in the financial industry in positions ranging from Financial Advisor to Manager Customer Service before joining Bosak Wealth Management. Kim began her career in the financial services industry in 2004 and joined RBC Dominion Securities in August of 2016. She is a fully licensed Associate and a well-organized, detail oriented member of the team who thrives on providing the best service and experience for clients.

Outside the office, Kim loves giving back to the community which is why she donates time, funds and food/clothing to several charities such as the Canadian Cancer Society, Big Brothers, Big Sisters and Community Care, just to name a few. Kim, her husband Mike, their daughter Ellie and dog Ginny, reside in the Niagara region where they were born and raised. Kim also likes to keep fit and enjoys doing outdoor activities with her family including running and biking. She also enjoys skating, playing volleyball and when she finds the time, she loves baking custom treats for family and friends.

Jaime Bosak, BA

Associate

905-988-5896 | Email me

Jaime’s role focuses on client communication and community outreach. She organizes a variety of educational seminars to inform clients and friends of the always evolving financial industry, and the ways in which Bosak Wealth Management can assist you in exceeding your financial goals. Jaime will also contact you to book your reviews with us.

Born and raised in St Catharines Jaime is a fully licensed Associate with Bosak Wealth Management of RBC Dominion Securities. Jaime began her career in the financial services industry in 2002 as a bank teller, before joining RBC in 2011. She joined RBC Dominion Securities in 2015 as an Administrative Assistant. Jaime graduated from Brock University in 2007 with a degree in Human Resources (Honours) Business Administration.

Jaime has been married to Adam since July 2007 and together they reside in St. Catharines with their sons, Oliver and Carter, dog Cider, and cats Fireball and Oreo. Jaime finds joy in giving back to the community and their family hosts an annual toy and food drive in support of Community Care St. Catharines. Outside of work, Jaime loves to keep fit and is a certified fitness instructor with Goodlife Fitness. She also enjoys playing baseball, volleyball and travelling.

Our Extended Team

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Suzanne Schultz, CPA, CA, CFP

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


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Catherine Nicholls, LL.B, TEP

Vice-President & Will & Estate Consultant, RBC Wealth Management


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Bobby Hinduja, CPA, CA, CBV

Vice-President, High Net Worth Planning Services, RBC Wealth Management


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Mark Skeggs, CPA, CA, CFP, TEP

Vice-President, High Net Worth Planning Services, RBC Wealth Management


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Jennifer Janeczko, M.Tax

Financial Planning Specialist, RBC Wealth Management