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, you’ll find Adam at home with his wife Katherine, young daughter Victoria and infant William, along with a constant stream of daily visitors, a requirement of marrying into a Portuguese family. Adam and his family are residents of the Port Credit neighbourhood of Mineola and take full advantage of the Port Credit community's beautiful lakefront, marina, many parks and downtown.
As a Chartered Financial Analyst and Registered Representative, Adam brings a depth of knowledge and experience to his clients. With more than a decade of professional experience at bank-owned investment firms, he’s helped hundreds of people reach their personal finance goals and supervised a discretionary portfolio with more than $200 million in assets. Adam is also registered in the US 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.