Full service is Rick Adrian's professional trademark. He is dedicated to assisting his clients in meeting their financial needs. Rick's integrity, hard work, and a willingness to listen help him build strong, lasting partnerships. He believes in a hands-on approach, meeting with clients regularly to ensure that their investments remain suitable for their objectives, especially through changing personal or market conditions.
Offering a wide range of investment services, Rick is committed to helping you achieve your financial goals. Personalized service is what sets Rick apart from others in the industry. Rick works with clients to design investment portfolios to meet their individual financial needs. Whether you need retirement and tax saving strategies, wealth protection, charitable donation plans, or asset management, he will put you - and your needs – first.
Rick has worked in the financial services industry for 22 years and joined the Raymond James team as a Financial Advisor in 2014. He holds a Canadian Investment Manager (CIM) designation, bringing unique expertise as a trusted professional who specializes in portfolio management.
Rick moved to Kelowna from Ottawa in 1992, intent on taking advantage of the Okanagan's four-season playground. He enjoys golfing, sailing, cycling and skiing. His wife of 22 years is an Elementary School Principal and Leadership Coach. His daughter, recently living in Newfoundland, is an artist who specializes in mixed media. A dedicated family man, Rick recognizes the importance of securing a strong financial future.
1726 Dolphin Avenue, Suite 500
Kelowna, British Columbia, Canada V1Y 9R9
Map & Directions
Please click on the link below to stay connected via email
*You can withdraw your consent at any time by unsubscribing to our emails.