Adam joined Raymond James in 2020 after spending 12 years growing a successful Financial Advisor practice that is structured so his clients get proactive, personalized financial advice that provides life-long security and peace of mind.
When he's not managing portfolios, Adam is deeply engaged in his community and family life. Alongside his wife, Katherine, he is often found coaching his son William's budding hockey team and cheering at his young daughter, Victoria's skating trials. The McHenry family enjoys the vibrant life in Port Credit, making the most of the beautiful lakefront, marina, and numerous parks. Adam's dedication to his family and community makes him a familiar face in the bustling downtown of Port Credit.
As a Chartered Financial Analyst and Registered Representative, Adam brings a depth of knowledge and experience to his clients. With two decades of professional experience, he's helped hundreds of people reach their personal finance goals and currently manages a discretionary portfolio with approximately $230 million in assets. Adam is also registered in the U.S. and can assist clients with cross-border financial needs.
You can reach Adam at (416) 901-6500 ext 22 or Adam.McHenry@raymondjames.ca.
No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst® designation. A charterholder not only has the technical knowledge to make investment decisions but also adopts and is held to the highest ethical standards. A comprehensive, global view and up-to-date practical skills give these investment professionals the tools and deep understanding necessary to effectively analyze the risks and rewards of a variety of investment types, enabling them to address a client’s specific investment needs.
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