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 a number of 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.
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