Introducing Adam Beaudin-Ball

Adam Beaudin-Ball is a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) with 24 years of experience in assisting clients preserve and build their wealth. Backed by the industry-leading support and independent culture at Raymond James, Adam's strengths are in asset management and estate planning.

Adam's greatest satisfaction comes from providing transparent, impartial, and honest advice to clients who are engaged in building a solid financial foundation for themselves and future generations. Using his multi-faceted experience, strong work ethic, and academic background to simplify his clients' finances, Adam ensures that his clients' long and short -term financial goals are achieved.

After completing a B.Comm from the University of British Columbia in 1996, Adam obtained the Certified Financial Planner designation in 1999, the Financial Management Advisor designation in 2005, the Chartered Investment Manager designation in 2020, and the Wealth Management Essentials Course in 2022.

Adam has coached basketball, cross-country running, and continues to be an active volunteer at his children's schools. Adam completed his first Half Ironman in 2019 and his first full marathon in 2019.

Adam provides comprehensive financial plans offering a wide range of investment services to his clients. These plans provide clients with a roadmap outlining their progress, provides strategies to bridge any gaps while focusing on client goals during times of market volatility.

Once implemented, Adam offers a very systematic mutually agreed upon contact schedule to ensure that investments are adjusted as required, thereby providing a disciplined approach to meeting your financial objectives as efficiently as possible.