Client-focused, holistic approach

“You can have everything in life you want, if you will just help enough other people get what they want.”

This quote from author Zig Ziglar speaks to my core belief about focusing on the needs of others. My goal as an advisor and strategic partner is to do just that – by delivering a sense of financial security so that you can focus on what really matters most.   

We take a holistic approach to supporting my clients, who range from multi-generational families, professionals and business owners to high-net-worth individuals and young adults preparing to inherit family wealth. We leverage the expertise of qualified banking partners to help you grow, protect and transition your wealth, and achieve your “personal bucket list.”

Grow more than wealth


With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

Adam Moreira Head Shot

Adam Moreira, CFP, CIM, CIWM, FCSI

Investment Advisor & Financial Planner

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