Adam’s passion for helping people achieve their goals and knack for numbers led him to a career in the financial services industry in 2002. He chose to establish his wealth management practice with RBC Dominion Securities in 2012, and takes a personalized approach to the management of clients’ financial goals and objectives.
Adam designs comprehensive and custom-tailored financial plans, and uses his disciplined process to ensure that each client’s investment and wealth planning needs are aligned for success. Clients and colleagues alike appreciate his attention to detail, genuine level of care, true passion for what he does, and ability to build strong relationships based on trust.
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.
Away from work, Adam enjoys spending time with his wife Jaime, their two boys Oliver and Carter, their Golden-doodle Cider, and two cats Oreo and Fireball. He enjoys playing golf, volleyball, and ball hockey, and has a strong passion for helping others in the community. Adam regularly volunteers his time and efforts to support and lead local organizations in the Niagara region, including his boys’ hockey and soccer teams. See our Community Involvement page for more details.
