About Rick Adrian

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 him 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.

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Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.


Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.


There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.


Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in North America.