Responsible for investment evaluation, allocation, and trading, as well as client service, Adam began his career in January 1988 as a personal assistant to the president of a national Canadian brokerage firm. He held a variety of roles, from the floor of the Toronto Stock Exchange to the back office, before mentoring under several successful advisors and portfolio managers. Adam began working with clients in 1988 and has built a loyal client base by focusing on helping individuals manage and build their wealth.
In my book, "All Good Things", you'll find out how I entered the financial business in 1988, starting out as an assistant to the president of a national brokerage firm and worked through all aspects of the front and back office before starting his own wealth management practice. Through trial and error, I learned what properties had long-term fundamental value and what to avoid. I studied the methods of truly successful investors. Our book has grown almost exclusively through investment success and referrals from existing clientele who have been the beneficiaries of long-term returns that few have been able to achieve.
As an integral member of Hennick Wealth at Research Capital, Jennifer plays a pivotal role in supporting operations with a focus on client relations. She excels in maintaining positive relationships while managing a range of critical responsibilities, including processing transactions, executing trades, and addressing issues related to client inquiries.
Jennifer is contributing to the overall success of the investment strategies by ensuring their financial needs are handled with precision and care. Outside of professional commitments, she has a passion for travel, reading, and exploring diverse cuisines.
Brian Donegan started his career at Research Capital nearly a decade ago, providing dedicated administrative support to several investment advisors and a branch supervisor. Over time, he made his way up to become a Branch Supervisor himself, overseeing Research Capital's Montreal office and assisting the Toronto branch supervisor. Brian is a Registered Representative and Supervisor licensed with CIRO and Ontario Securities Commission.
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