Wealth management

In 1985, a 24-year-old young man, with a freshly acquired bachelor’s degree in Business Administration and Finance from the University of Sherbrooke, boldly picks up the phone and calls the university’s professors to build himself a roster of clientele. I had never heard of finance and knew nothing about it, so I gladly took the bait. To this day, Richard Adam has been my financial advisor and, quite frankly, the best decision I’ve ever made!

With his warm approach and commitment to providing accurate information, Richard takes good care of his clients. He is reassuring when the situation calls for it, and always has a positive outlook. Having climbed the corporate ladder over the years, he is now Private Portfolio Manager. Although this has made our life easier, we all know that age has only made him more competent.

In 1997, he created Team Adam, which was advertised on the front page of La Tribune, Sherbrooke’s daily newspaper, for many years. I always enjoy connecting with this team and witnessing their exceptional work culture. Deeply attached to his hometown and his working-class neighbourhood roots, Richard enjoys getting involved in various causes to foster the development of his community.

People around me are jealous when I talk about the returns I got through his wise financial management. I donate my profits to different charities, so these good results become all the more meaningful.

It's hard to put into words how tremendously satisfied I am with his services.

– Guy L.

For many years now, we have been benefiting from Richard Adam’s help for our investments at RBC Dominion Securities. He has always listened to our needs and taken the time to understand them. Richard has never insisted on changing our strategies but always gives us sound advice and the time we need to consider our options. He contacts us only when necessary and never pesters us. I have heard about financial advisors who take control of their client’s assets, leaving them to hope for huge profits. Thank you, Mr. Adam, for your presence, transparency, and your discipline. It is always such a pleasure to talk with you. We owe you our comfortable retirement!

– Claire C.B.

I have entrusted Richard Adam and his team with the management of my assets for many years. Not only did I receive excellent advice, but I also benefited from their discreet and personalized service, adapted to both my medium- and long-term needs. I would not hesitate to recommend Team Adam to my family and friends and encourage them to book an appointment with RBC Dominion Securities Inc.

– Richard G.

Bruno Giangioppi, my faithful advisor, is always looking out for me. He reviews my file and questions my needs on a regular basis and that is just what I need. He always seems to have the correct suggestions and follows though.

– Jennifer S.