Safeguarding your capital

 

Collectively, our clients entrust Team Adam with $770 million. We are honoured to manage that capital with the utmost care, prudently and proactively protecting it for the long term through five core investing principles.

Manage risk

When the market is up, it’s very easy to make money, but when the market goes down, it gets tough. Never following trends or trying to predict the future, we look at the downside of every investment decision, working to protect you against risk in all market conditions.

Tailor to each client

Every person’s ambitions and situation are unique. That’s why we customize our portfolios to our clients with tailor-suited asset allocation.

Focus on quality and growth

We consider our investment selections with great care, leveraging decades of expertise to seek out reliable dividend-paying and dividend-growing investments.

Lean on diversification

Looking at everything from geographies to maturities, we methodically diversify your portfolio holdings to dilute every possible potential risk.

Rebalance regularly

We never try to time the market, but rather follow a rigorous and consistent rebalancing practice to maintain the optimal asset allocation for you.

Our team is supported by RBC Dominion Securities

Every investing decision we make for you is backed by the strength of RBC Dominion Securities, incorporating research, analysis, and strategic thinking from our industry-leading colleagues across Canada.

Get in touch

 

Find out what sound investing and comprehensive wealth management delivered with deep care can do for you. Contact us

It’s only when the tide goes out that you learn who’s been swimming naked.

– Warren Buffett, business magnate, investor, and philanthropist