A time-tested approach

 

At Team Adam, we have worked through all markets – the good, the bad, and the ugly – so we know first-hand that investing is not a game, it is a process. That’s why we don’t try to predict the future and we never follow trends. Instead, we safeguard our clients’ capital by leveraging our decades of experience as well as industry-leading research from RBC Dominion Securities and following time-proven investment principles. That’s how we take care of our clients and their families for the long term.

Team Adam

Who we are

Our team of experts is deeply dedicated to helping the people of the Eastern Townships and Quebec thrive.

Meet the team

How we invest

Discover the five core time-tested investing principles we diligently follow, including risk management, a focus on quality, and more.

See our approach

How we support you

From retirement and estate planning to tax and insurance solutions, we offer a full scope of wealth management services.

See our services

Get in touch

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

Contact us
David Agnew

“At RBC Dominion Securities, we are dedicated to providing a comprehensive wealth management experience that is tailored to our clients’ individual needs. Richard Adam shares our commitment to delivering an exceptional client experience, working closely with clients to create customized wealth management solutions to achieve their goals. His professionalism, strong work ethic, and attention to detail set a good example for our entire firm. After more than 39 years in the industry, Richard continues to demonstrate the same passion for helping his clients achieve their goals as he did in his early years in the business. Many clients have said they appreciate how his disciplined and conservative portfolio management style provides them with peace of mind regarding their financial future.”

– David Agnew, CEO, RBC Wealth Management Canada