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.
“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
Leveraging decades of expertise
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.
Richard Adam
Bruno Giangioppi
Pierre-François Martinez
Caroline Maurais
Caroline Larochelle
Investment approach
Safeguarding your capital
Collectively, our clients entrust Team Adam with $770 million. We are honoured to manage that capital with the utmost care, prudently and proactively protecting it for the long term through five core investing principles.
Manage risk
When the market is up, it’s very easy to make money, but when the market goes down, it gets tough. Never following trends or trying to predict the future, we look at the downside of every investment decision, working to protect you against risk in all market conditions.
Tailor to each client
Every person’s ambitions and situation are unique. That’s why we customize our portfolios to our clients with tailor-suited asset allocation.
Focus on quality and growth
We consider our investment selections with great care, leveraging decades of expertise to seek out reliable dividend-paying and dividend-growing investments.
Lean on diversification
Looking at everything from geographies to maturities, we methodically diversify your portfolio holdings to dilute every possible potential risk.
Rebalance regularly
We never try to time the market, but rather follow a rigorous and consistent rebalancing practice to maintain the optimal asset allocation for you.
Our team is supported by RBC Dominion Securities
Every investing decision we make for you is backed by the strength of RBC Dominion Securities, incorporating research, analysis, and strategic thinking from our industry-leading colleagues across Canada.
Wealth management
Helping you reach your goals
Beyond protecting your valuable capital, we act like a “money coach” to help you reach your goals. We listen carefully to your vision of the future – for yourself and for your family – and we put together a detailed plan to get you there, coordinating with best-in-class wealth specialists to execute.
Comprehensive financial planning
Legacy planning
Will and estate planning
Tax planning
Financial literacy
Optimizing business wealth
Insurance solutions
Retirement income planning
Charitable giving and philanthropy
Multi-generational support
RBC Wealth Management Financial Services
To deliver our clients the whole package, we enhance our in-house expertise through partners on the RBC Family Office Services team, a group of 250+ best-in-class wealth management specialists.
What our clients say about us
Community involvement
Doing our part in the community
We are deeply dedicated to helping the people of the Eastern Townships and Quebec thrive, and that extends beyond our clients to members of our community. We give our time to organizations in areas such as the arts, education, and health.
Procure
Procure educates and supports people affected by prostate cancer, as well as promoting and contributing to the financing of world-class research on the disease.
JEVI Centre de prévention du suicide
JEVI Centre de prévention du suicide offers free and confidential counseling and intervention services to those in crisis with the aim of preventing suicide.
École de gestion de l’Université de Sherbrooke
École de gestion de l’Université de Sherbrooke educates and supports the next generation of Francophone and bilingual Canadians.
Sherbrooke Museum of Fine Arts
Musée des beaux-arts de Sherbrooke aims to preserve, promote, and showcase art created in Quebec and the Eastern Townships.
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Team Adam of RBC Dominion Securities
Realize your goals – let our experienced team set you and your family up for the future.
Email:equipeadam@rbc.com
Phone:819-829-0528