Adam is committed to assisting Francis Cheng build a better tomorrow for the clients of the 2050 Investment Advisory Group, their loved ones, and the community. Adam will make your onboarding process as seamless as possible and ensure you receive the attentiveness and resolutions to your inquiries and needs that you deserve. Adam focusses on establishing and maintaining the unique relationship of each client through listening and being a point of contact for clients as they need.

Growing up, Adam had a number of labour jobs such as landscaping, demolition, and construction. Adam used his knowledge and experience gained from past positions to start an irrigation business which he ran for a number of years throughout college. Running a business instilled Adam’s work ethic and allowed him to better understand his long term goals. Throughout college Adam also worked at one of Canada’s top five banks in a customer service role which developed his customer service skills and built a solid foundation of knowledge in this industry. As Adam finishes up his degree in Business Administration with a finance specialty, he is thrilled to begin his role here at Raymond James Ltd. and work towards his goal of becoming a portfolio manager. Adam believes that working and learning alongside Francis Cheng is an ideal way to achieve his goals while simultaneously building a better tomorrow.

In his down time you will often find Adam spending quality time with his loved ones. Being born and raised in the Okanagan does not stop Adam from constantly finding new places to explore, both in nature while hiking and in town trying a new restaurant. Fitness and sports are an important part of Adams life and you can often find him enjoying his workouts at a local gym or golfing at a local course. Adam loves to give back to the community and is particularly excited for the rewarding opportunities that he and Francis participate in as a team, as well as volunteering and raising funds through the Raymond James Canada foundation.