Adam graduated from Canadore College in May of 2008 with a 3 year advanced diploma in Business Administration. He joined RBC Dominion Securities in July of 2008. Within the first year, Adam completed the Canadian Securities Course (CSC) and the Conduct and Practices Hand Book Course (CPH). Since then he has completed the Wealth Management Essentials Course (WME) and quickly moved to become Anthony’s Associate Wealth & Investment Advisor.
Adam’s focus is to assist with portfolio construction and ongoing portfolio management. Another focus is stock, ETF, and mutual fund research.
He also works closely with Anthony with client review meetings and the wealth management process which includes: retirement, tax, estate, and education planning.
He is also a major part of the teams marketing plan and service plan. Adam is also fully licensed to execute all securities transactions and give advice through Anthony.
Adam also has a strong background with computers and technology, which has helped the team become more efficient with processes and procedures.