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Adam Beveridge

Adam Beveridge,

CIM® Associate Wealth Advisor

Adam joined Raymond James with a well-rounded background in portfolio management, financial planning, and client relationship management. He is committed to helping individuals and families navigate complex financial decisions through thoughtful advice, personalized strategies, and a disciplined investment approach.

Adam holds the Chartered Investment Manager (CIM®) designation and graduated with Honours in Finance from the University of Ottawa. A former student-athlete, he competed in hockey throughout his academic career before advancing to the professional level, where he developed the discipline, teamwork, and work ethic that continue to guide his approach to wealth management today.

Dedicated to building lasting relationships, Adam takes pride in understanding each client’s unique goals and helping them achieve long-term financial success. Outside of the office, he enjoys playing hockey, golfing, working out, and travelling.

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