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Financial Planning
About Adam McHenry, CFA, MBA - Raymond James Ltd.
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 l Go to full description...
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Email address:
Adam.McHenry@raymondjames.ca
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. 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. When he's not managing portfolios, Adam is deeply engaged in his community and family.
Services:
Retirement Planning, Portfolio Management, Estate Planning & Strategic Charitable Giving, Longevity Planning, Investment Strategies, Education Planning, Financial Planning