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From law to psychology to athletics, our tight-knit team’s diverse personal and professional backgrounds enhance our decades of collective financial expertise, enabling us to give you more.
Portfolio Manager
Success comes from working hard and doing right by people. Richard learned these lessons as a young child by observing his father’s interactions with the clientele at his grocery store, bringing to life the adage that the customer is always right. This client-centric focus stuck with Richard as he grew up, teaching tennis as a teen to pay for his business and finance schooling at Université de Sherbrooke, and later as he embarked on a career as an investment advisor.
Nearly four decades since, as founder and portfolio manager at Team Adam of RBC Dominion Securities, Richard continues to put people first, managing the $770 million with which his clients collectively entrust him prudently and with deep care. Working closely with his clients and their families, he creates tailored investment portfolios and customized wealth management solutions to help them achieve their goals. Richard is passionate about helping people find financial peace of mind, and still finds every element of his job fun, from catching up with clients to reading market news to analyzing companies’ economics. “It’s a privilege to do this work every day,” he says.
Committed to the highest standard of excellence, in addition to a Bachelor of Business Administration degree specializing in finance, Richard holds the Chartered Investment Manager (CIM) designation.
Outside of work, Richard is heavily involved in the Eastern Townships community. He is a member of La Fondation du Bureau des gouverneurs of l'École de gestion de l'Université de Sherbrooke, which he also supports through le Fonds Richard Adam, which, each year, makes donations to the students. Richard has also served on the board of directors of the Séminaire de Sherbrooke.
When he’s not serving his clients or his community, Richard loves to spend family time with his wife, Chantal, and their two sons, Charles-Antoine and Pierre-Olivier. A former competitive tennis player, Richard also likes to stay fit on the course.
Associate Wealth & Investment Advisor
A once international-level competitive cyclist, Bruno knows first-hand that setting oneself up for success requires consistency and discipline. Through hard work and dedication, Bruno built up these personal traits as a youth – one early morning training session at a time – and he upholds them to this day as a wealth and investment advisor.
A core part of Team Adam since 1997, Bruno diligently strategizes and constructs investment portfolios for our clients alongside Richard. As a trained notary with several years of on-the-job experience, he also draws on his professional roots in law to help clients navigate all their other financial matters, such as estate, retirement, and financial planning, as well as taxation and philanthropy. In all he does, he focuses on delivering clients financial confidence. “I like to help people find peace of mind, finding solutions to their problems, big or small.”
Bruno is a certified financial planner and financial security advisor, as well as a member of the Institut Québécois de planification financière. He also holds a Bachelor of Law degree and a Diploma of Notarial Law from the Université de Sherbrooke.
Beyond his work, Bruno is passionate about art. He is a member of the board of Musée des beaux-arts de Sherbrooke. Bruno and his wife collect contemporary art, and he is a founding member of the Club des collectionneurs en arts visuels de l’Estrie.
True to his athletic upbringing, Bruno enjoys trail running and cycling in his down time. A proud father to two boys, he also loves to travel with his elder son and hunt for VHS tapes with his younger son, Emmanuel, who has autism spectrum disorder.
Investment Associate
Keen to aid others, Caroline had ambitions of becoming a psychologist, but a part-time job at RBC took her passion for helping people in another direction. For the bulk of the 20 years that followed, Caroline has thrived on the opportunity to offer clients financial peace of mind, gaining experience in client service, mortgages, and investments. She joined Team Adam in 2018.
As an investment associate, Caroline works closely with Richard and Bruno. She participates in the portfolio management process, rebalancing and performing transactions as required. In addition to client service excellence, Caroline brings superb attention to detail to her role – an eye she developed over her financial career as well as during her stint as an interior designer. “I love to see clients satisfied,” says Caroline, who is proud to say she helps people every single day.
Caroline has completed the Canadian Securities Course (CSC) as well as the Conduct and Practices Handbook (CPH) Course. She also holds a Bachelor of Psychology degree as well as a certificate in Human Resources Management from HEC Montréal.
A hands-on parent to two children, Caroline spends her off hours with family as much as she can, and she likes to travel and spend weekends in nature.
Associate
Originally from Peru, Carolina built a decade-long foundation in the finance industry in her home country, which she continued to build upon in the decade and a half since she came to Canada, joining Team Adam in 2019.
As an associate, Carolina helps ensure all administrative matters run smoothly for our team and our clients. Whether she is opening accounts, preparing documentation, handling compliance matters, or coordinating meetings, she always prioritizes making things as easy as possible for clients.
Carolina has completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) Course. As well, she holds a Bachelor of Economics degree from Universidad Nacional Federico Villarreal in Peru as well as a multidisciplinary Bachelor degree from the Université de Sherbrooke. She is also fluent in French, English, and Spanish.
Passionate about exploring the world and its cultures, Carolina travels when she’s able and is currently learning Japanese and Portuguese.
A quick and curious learner, Betsi Lou has honed her understanding of the wealth management business since joining RBC Dominion Securities in 2018 as a branch operations assistant. She brought her know-how and upbeat attitude to Team Adam in 2021.
As an associate, Betsi Lou is the first point of contact for our clients, answering questions with care, patience, and cheer. She is responsible for key administrative tasks, such as day-to-day operations, processing and tracking transfers, as well as performing transactions. She also supports Bruno with the estate and trust settlement process for those clients who require it.
Betsi Lou has completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) Course, and has completed multiple business courses from the Université de Sherbrooke.
In her spare time, Betsi Lou enjoys cooking, reading, and kayaking.
