Adrian joined RBC Dominion Securities in 1996 from another leading full-service investment dealer. Since this time he has helped many individuals, corporations, and not-for-profit organizations realize their financial planning goals. Through strategic asset allocation he is committed to achieving consistent results while maintaining a conservative approach to portfolio management.
Adrian's Associate Portfolio Manager accreditation enables him to offer portfolio management services with Private Investment Management. Only a select group of Investment Advisors are able to offer this elite and prestigious service which focuses on the management of the portfolios on a discretionary basis, while working towards client personal and professional goals.
Since receiving his Bachelor’s degree in Accounting and Finance from Ryerson University in 1991, he has continued to improve his knowledge in the investment industry. Adrian has achieved the designations of Certified Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) in 1995. The FCSI is one of the highest honours of the investment industry. It recognizes professionals who have met strict standards for industry experience and advanced education.
Adrian is committed to education. He was a former instructor for the Canadian Securities Institute for 5 years, and is also a registered Continuing Education Professor at Seneca College. He developed an interest as an educator while volunteer teaching for Junior Achievement of Peel, where he continues to dedicate his time to providing youth in Mississauga with a positive role model to help guide them into being productive and contributing members of their community. Adrian is the author of Investment Tactics, an online educational tool designed to provide novice to intermediate investors with the knowledge they need to understand both terminology and concepts associated with financial planning.
Over the past 13 years Adrian prides himself in helping clients understand all aspects of their financial plan and enlists the help of other allied professionals both internally and externally to meet and exceed the expectations of the clients he serves